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 | $139,951 | $63,082+121.9% | $81,716+71.3% | $79,852+75.3% |
| Participation rate | 88.2% | 67.5%+20.7pp | 72.0%+16.2pp | 69.6%+18.6pp |
| Annual return | 25.27% | 22.66%+2.6pp | 29.49%-4.2pp | 31.72%-6.5pp |
| Employer contribution / active EE | $2 | $1,795-99.9% | $4,310-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $6,379 | $2,780+129.4% | $7,108-10.2% | $3,740+70.6% |
| Admin fee / account holder | $2,152 | $4,428-51.4% | $5,159-58.3% | $5,306-59.4% |