Filed November 17, 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 | $19,618 | $57,350-65.8% | $83,850-76.6% | $64,181-69.4% |
| Participation rate | 76.4% | 68.6%+7.8pp | 76.1%+0.2pp | 69.6%+6.8pp |
| Annual return | 8.54% | 11.38%-2.8pp | 850.92%-842.4pp | 7.63%+0.9pp |
| Employer contribution / active EE | $694 | $2,545-72.7% | $3,631-80.9% | $2,381-70.8% |
| Participant deferral / active EE | $1,091 | $2,993-63.5% | $4,082-73.3% | $3,470-68.6% |
| Admin fee / account holder | $2,396 | $4,046-40.8% | $5,478-56.3% | $4,887-51.0% |