Filed January 17, 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 | $67,989 | $81,476-16.6% | $102,383-33.6% | $80,925-16.0% |
| Participation rate | 87.9% | 66.8%+21.0pp | 74.5%+13.4pp | 67.7%+20.2pp |
| Annual return | 21.96% | 25.59%-3.6pp | 24.94%-3.0pp | 35.65%-13.7pp |
| Employer contribution / active EE | $488 | $3,105-84.3% | $3,870-87.4% | $2,756-82.3% |
| Participant deferral / active EE | $3,700 | $3,871-4.4% | $5,060-26.9% | $4,299-13.9% |
| Admin fee / account holder | $1,284 | $6,717-80.9% | $8,391-84.7% | $6,940-81.5% |