Filed October 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,607 | $176,120-85.5% | $159,487-83.9% | $167,553-84.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.16% | 331.95%-323.8pp | 263.71%-255.5pp | 478.89%-470.7pp |
| Employer contribution / active EE | $1,300 | $5,299-75.5% | $4,831-73.1% | $4,840-73.1% |
| Participant deferral / active EE | $1,132 | $7,752-85.4% | $7,354-84.6% | $6,343-82.2% |
| Admin fee / account holder | $3,764 | $12,561-70.0% | $10,804-65.2% | $12,316-69.4% |