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 | $85,812 | $123,793-30.7% | $177,848-51.7% | $79,856+7.5% |
| Participation rate | 97.7% | 84.7%+13.0pp | 87.7%+10.0pp | 69.6%+28.0pp |
| Annual return | 17.52% | 22.82%-5.3pp | 48.33%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,007 | $4,095-26.6% | $5,919-49.2% | $2,471+21.7% |
| Participant deferral / active EE | $1,989 | $5,956-66.6% | $7,714-74.2% | $3,741-46.8% |
| Admin fee / account holder | $503 | $7,243-93.1% | $12,431-96.0% | $5,306-90.5% |