Filed June 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 | $94,485 | $52,306+80.6% | $69,779+35.4% | $62,881+50.3% |
| Participation rate | 87.5% | 67.2%+20.3pp | 71.8%+15.7pp | 69.3%+18.2pp |
| Annual return | 8.66% | 13.35%-4.7pp | 12.99%-4.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,760 | $2,395+98.7% | $2,931+62.4% | $3,203+48.6% |
| Admin fee / account holder | $14,941 | $3,691+304.8% | $4,381+241.1% | $4,296+247.8% |