Filed February 2, 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 | $100,299 | $102,385-2.0% | $147,080-31.8% | $80,935+23.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 32.49% | 135.09%-102.6pp | 420.17%-387.7pp | 35.66%-3.2pp |
| Employer contribution / active EE | $5,972 | $3,717+60.7% | $4,933+21.1% | $2,757+116.6% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,974 | $7,951-75.2% | $12,989-84.8% | $6,924-71.5% |