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 | $4,757 | $93,617-94.9% | $135,982-96.5% | $75,177-93.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -176.78% | 30.89%-207.7pp | 68.32%-245.1pp | 160.75%-337.5pp |
| Employer contribution / active EE | $26,670 | $3,538+653.8% | $4,859+448.9% | $2,671+898.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,392 | $6,980-51.4% | $10,767-68.5% | $5,651-40.0% |