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 | $43,435 | $185,905-76.6% | $170,057-74.5% | $139,487-68.9% |
| Participation rate | 95.5% | 87.8%+7.7pp | 87.0%+8.4pp | 80.3%+15.1pp |
| Annual return | 11.94% | 60.56%-48.6pp | 53.42%-41.5pp | 373.84%-361.9pp |
| Employer contribution / active EE | $1,169 | $7,597-84.6% | $6,790-82.8% | $4,755-75.4% |
| Participant deferral / active EE | $3,819 | $11,627-67.2% | $10,411-63.3% | $6,713-43.1% |
| Admin fee / account holder | $30,178 | $15,397+96.0% | $12,826+135.3% | $11,407+164.6% |