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 | $73,824 | $109,359-32.5% | $162,185-54.5% | $72,976+1.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.99% | 25.46%-6.5pp | 115.61%-96.6pp | 81.02%-62.0pp |
| Employer contribution / active EE | $2,927 | $3,907-25.1% | $5,613-47.9% | $2,440+20.0% |
| Participant deferral / active EE | $1,836 | $5,481-66.5% | $7,297-74.8% | $3,608-49.1% |
| Admin fee / account holder | $3,126 | $7,972-60.8% | $10,844-71.2% | $5,124-39.0% |