Filed May 14, 2024
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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.)
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 | $13,244 | $87,834-84.9% | $133,975-90.1% | $62,881-78.9% |
| Participation rate | 94.5% | 83.4%+11.2pp | 87.1%+7.5pp | 69.3%+25.2pp |
| Annual return | 6.36% | 12.05%-5.7pp | 29.29%-22.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $885 | $3,482-74.6% | $5,211-83.0% | $2,281-61.2% |
| Participant deferral / active EE | $2,540 | $4,812-47.2% | $6,282-59.6% | $3,203-20.7% |
| Admin fee / account holder | $769 | $5,372-85.7% | $9,324-91.8% | $4,296-82.1% |