Filed December 19, 2023
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Participant 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 | $218,990 | $102,422+113.8% | $147,117+48.9% | $80,959+170.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 71.27% | 135.16%-63.9pp | 420.54%-349.3pp | 35.67%+35.6pp |
| Employer contribution / active EE | $18,162 | $3,717+388.6% | $4,932+268.2% | $2,757+558.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,890 | $7,953-51.1% | $12,993-70.1% | $6,925-43.8% |