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 | $50,287 | $82,028-38.7% | $123,105-59.2% | $59,633-15.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.23% | 5.12%-4.9pp | 13.22%-13.0pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $2,016 | $3,297-38.8% | $5,151-60.9% | $2,203-8.5% |
| Participant deferral / active EE | $1,579 | $4,667-66.2% | $6,229-74.6% | $3,192-50.5% |
| Admin fee / account holder | $777 | $5,879-86.8% | $9,014-91.4% | $4,297-81.9% |