Filed January 25, 2024
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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 | $56,100 | $201,372-72.1% | $184,260-69.6% | $145,884-61.5% |
| Participation rate | 89.5% | 87.5%+2.0pp | 86.8%+2.6pp | 80.3%+9.2pp |
| Annual return | 15.78% | 29.04%-13.3pp | 28.84%-13.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $4,666 | $7,024-33.6% | $6,427-27.4% | $4,662+0.1% |
| Participant deferral / active EE | $3,075 | $9,808-68.6% | $9,133-66.3% | $6,690-54.0% |
| Admin fee / account holder | $2,611 | $16,362-84.0% | $13,898-81.2% | $13,392-80.5% |