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 | $81,457-16.5% | $103,378-34.2% | $80,911-16.0% |
| Participation rate | 87.9% | 66.8%+21.0pp | 74.5%+13.4pp | 67.6%+20.2pp |
| Annual return | 21.96% | 25.58%-3.6pp | 24.91%-2.9pp | 35.63%-13.7pp |
| Employer contribution / active EE | $488 | $3,107-84.3% | $3,870-87.4% | $2,756-82.3% |
| Participant deferral / active EE | $3,700 | $3,871-4.4% | $5,058-26.8% | $4,297-13.9% |
| Admin fee / account holder | $1,284 | $6,717-80.9% | $8,401-84.7% | $6,935-81.5% |