Filed September 25, 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 | $54,366 | $82,032-33.7% | $123,106-55.8% | $59,633-8.8% |
| Participation rate | 94.4% | 83.2%+11.2pp | 86.8%+7.7pp | 68.7%+25.8pp |
| Annual return | -0.42% | 5.12%-5.5pp | 13.22%-13.6pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $1,081 | $3,297-67.2% | $5,151-79.0% | $2,203-50.9% |
| Participant deferral / active EE | $1,932 | $4,667-58.6% | $6,229-69.0% | $3,192-39.5% |
| Admin fee / account holder | $34,895 | $5,881+493.4% | $9,015+287.1% | $4,297+712.1% |