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 | $62,117 | $100,041-37.9% | $149,718-58.5% | $70,131-11.4% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 13.82% | 27.43%-13.6pp | 1501.67%-1487.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,780 | $3,662-51.4% | $5,445-67.3% | $2,342-24.0% |
| Participant deferral / active EE | $1,477 | $4,983-70.4% | $6,569-77.5% | $3,332-55.7% |
| Admin fee / account holder | $1,105 | $8,286-86.7% | $11,283-90.2% | $4,645-76.2% |