Filed October 23, 2023 (most recent of 4 filings on file)
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Employer 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 | $104,530 | $110,083-5.0% | $151,645-31.1% | $68,490+52.6% |
| Participation rate | 87.8% | 84.0%+3.9pp | 87.5%+0.3pp | 67.9%+19.9pp |
| Annual return | -16.22% | -10.12%-6.1pp | 3.34%-19.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,272 | $4,470-71.5% | $6,165-79.4% | $2,597-51.0% |
| Participant deferral / active EE | $4,673 | $6,526-28.4% | $8,363-44.1% | $4,028+16.0% |
| Admin fee / account holder | $16,705 | $7,718+116.5% | $11,614+43.8% | $5,403+209.2% |