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 | $48,623 | $73,978-34.3% | $96,515-49.6% | $75,173-35.3% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 19.27% | 26.72%-7.5pp | 35.73%-16.5pp | 160.72%-141.4pp |
| Employer contribution / active EE | $507 | $2,931-82.7% | $3,740-86.4% | $2,671-81.0% |
| Participant deferral / active EE | $3,161 | $3,660-13.6% | $4,880-35.2% | $4,126-23.4% |
| Admin fee / account holder | $1,860 | $5,219-64.4% | $6,735-72.4% | $5,651-67.1% |