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 | $56,979 | $167,533-66.0% | $151,645-62.4% | $134,545-57.7% |
| Participation rate | 95.7% | 88.4%+7.3pp | 87.5%+8.2pp | 81.2%+14.4pp |
| Annual return | -16.94% | 7.81%-24.8pp | 3.34%-20.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,352 | $6,828-80.2% | $6,165-78.1% | $4,742-71.5% |
| Participant deferral / active EE | $4,212 | $8,985-53.1% | $8,363-49.6% | $6,401-34.2% |
| Admin fee / account holder | $4,226 | $13,781-69.3% | $11,614-63.6% | $11,431-63.0% |