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 | $69,589 | $123,793-43.8% | $177,848-60.9% | $79,856-12.9% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.7%+8.3pp | 69.6%+26.4pp |
| Annual return | 14.80% | 22.82%-8.0pp | 48.33%-33.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,094 | $4,095-73.3% | $5,919-81.5% | $2,471-55.7% |
| Participant deferral / active EE | $3,543 | $5,956-40.5% | $7,714-54.1% | $3,741-5.3% |
| Admin fee / account holder | $2,287 | $7,243-68.4% | $12,431-81.6% | $5,306-56.9% |