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 | $102,422-94.8% | $147,117-96.3% | $80,959-93.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -523.88% | 135.16%-659.0pp | 420.54%-944.4pp | 35.67%-559.5pp |
| Employer contribution / active EE | $28,070 | $3,717+655.1% | $4,932+469.1% | $2,757+918.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13,208 | $7,953+66.1% | $12,993+1.7% | $6,925+90.7% |