Filed December 12, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,612 | $54,357-93.4% | $82,706-95.6% | $68,495-94.7% |
| Participation rate | 97.7% | 63.9%+33.8pp | 72.6%+25.2pp | 67.9%+29.8pp |
| Annual return | -15.94% | -13.67%-2.3pp | 701.76%-717.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $790 | $2,218-64.4% | $3,007-73.7% | $2,596-69.6% |
| Participant deferral / active EE | $476 | $3,246-85.3% | $4,394-89.2% | $4,028-88.2% |
| Admin fee / account holder | $1,077 | $4,396-75.5% | $5,329-79.8% | $5,403-80.1% |