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 | $55,730 | $184,000-69.7% | $162,185-65.6% | $152,909-63.6% |
| Participation rate | 86.4% | 88.5%-2.1pp | 87.6%-1.2pp | 82.5%+3.9pp |
| Annual return | 17.36% | 150.80%-133.4pp | 115.61%-98.3pp | 345.46%-328.1pp |
| Employer contribution / active EE | $1,188 | $6,370-81.4% | $5,613-78.8% | $4,764-75.1% |
| Participant deferral / active EE | $3,588 | $8,033-55.3% | $7,297-50.8% | $5,851-38.7% |
| Admin fee / account holder | $639 | $13,124-95.1% | $10,844-94.1% | $11,601-94.5% |