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 | $40,925 | $160,059-74.4% | $140,019-70.8% | $135,380-69.8% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.5%+3.8pp | 82.6%+8.7pp |
| Annual return | -3.66% | 911.48%-915.1pp | 651.17%-654.8pp | 519.81%-523.5pp |
| Employer contribution / active EE | $1,233 | $6,420-80.8% | $5,605-78.0% | $4,779-74.2% |
| Participant deferral / active EE | $3,429 | $7,641-55.1% | $6,927-50.5% | $5,609-38.9% |
| Admin fee / account holder | $3,278 | $13,328-75.4% | $10,705-69.4% | $10,828-69.7% |