Filed January 10, 2024
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,922 | $171,867-70.4% | $149,721-66.0% | $147,586-65.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 13.50% | 2113.36%-2099.9pp | 1501.67%-1488.2pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,144 | $6,275-81.8% | $5,444-79.0% | $4,876-76.5% |
| Participant deferral / active EE | $3,103 | $7,270-57.3% | $6,568-52.8% | $5,439-43.0% |
| Admin fee / account holder | $2,205 | $13,799-84.0% | $11,282-80.5% | $10,886-79.7% |