Filed December 18, 2023 (most recent of 2 filings on file)
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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,648 | $138,393-81.5% | $184,256-86.1% | $80,959-68.3% |
| Participation rate | 76.0% | 83.9%-7.9pp | 86.8%-10.8pp | 67.7%+8.3pp |
| Annual return | 23.67% | 20.01%+3.7pp | 28.85%-5.2pp | 35.67%-12.0pp |
| Employer contribution / active EE | $2,013 | $4,847-58.5% | $6,427-68.7% | $2,757-27.0% |
| Participant deferral / active EE | $2,993 | $7,076-57.7% | $9,133-67.2% | $4,300-30.4% |
| Admin fee / account holder | $3,098 | $10,489-70.5% | $13,899-77.7% | $6,925-55.3% |