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 | $100,022 | $110,083-9.1% | $151,645-34.0% | $68,490+46.0% |
| Participation rate | 86.0% | 84.0%+2.1pp | 87.5%-1.4pp | 67.9%+18.1pp |
| Annual return | -16.93% | -10.12%-6.8pp | 3.34%-20.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,941 | $4,470-56.6% | $6,165-68.5% | $2,597-25.3% |
| Participant deferral / active EE | $2,231 | $6,526-65.8% | $8,363-73.3% | $4,028-44.6% |
| Admin fee / account holder | $1,683 | $7,718-78.2% | $11,614-85.5% | $5,403-68.8% |