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 | $122,271 | $93,598+30.6% | $135,974-10.1% | $75,173+62.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.29% | 30.89%-10.6pp | 68.30%-48.0pp | 160.72%-140.4pp |
| Employer contribution / active EE | $17,021 | $3,538+381.1% | $4,859+250.3% | $2,671+537.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,047 | $6,978+58.3% | $10,767+2.6% | $5,651+95.5% |