Filed January 24, 2024 (most recent of 2 filings on file)
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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,336 | $168,635-94.5% | $147,617-93.7% | $125,389-92.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.35% | 77.65%-76.3pp | 61.98%-60.6pp | 282.24%-280.9pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,898 | $5,507-65.5% | $4,895-61.2% | $5,352-64.5% |
| Admin fee / account holder | $9,917 | $13,580-27.0% | $11,612-14.6% | $9,541+3.9% |