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 | $17,700 | $100,060-82.3% | $149,721-88.2% | $70,126-74.8% |
| Participation rate | 94.4% | 83.6%+10.8pp | 87.1%+7.3pp | 69.5%+24.8pp |
| Annual return | 13.11% | 27.46%-14.4pp | 1501.67%-1488.6pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,053 | $3,661-71.2% | $5,444-80.7% | $2,343-55.1% |
| Participant deferral / active EE | $2,507 | $4,982-49.7% | $6,568-61.8% | $3,332-24.7% |
| Admin fee / account holder | $1,066 | $8,285-87.1% | $11,282-90.5% | $4,645-77.0% |