Filed November 6, 2023 (most recent of 2 filings on file)
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,375 | $102,382-94.8% | $147,005-96.3% | $80,874-93.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -523.88% | 134.89%-658.8pp | 418.76%-942.6pp | 35.62%-559.5pp |
| Employer contribution / active EE | $28,070 | $3,715+655.6% | $4,934+468.9% | $2,756+918.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13,208 | $7,942+66.3% | $13,006+1.5% | $6,935+90.4% |