Filed November 3, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,825 | $146,267-15.3% | $197,124-37.2% | $82,448+50.2% |
| Participation rate | 97.7% | 84.0%+13.7pp | 86.7%+11.0pp | 68.1%+29.6pp |
| Annual return | 13.44% | 29.61%-16.2pp | 44.34%-30.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $4,617 | $4,723-2.2% | $6,227-25.9% | $2,551+81.0% |
| Participant deferral / active EE | $2,592 | $7,035-63.1% | $9,135-71.6% | $4,139-37.4% |
| Admin fee / account holder | $5,991 | $14,422-58.5% | $16,298-63.2% | $7,234-17.2% |