Filed May 14, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,296 | $109,359-60.4% | $162,185-73.3% | $72,976-40.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 8.53% | 25.46%-16.9pp | 115.61%-107.1pp | 81.02%-72.5pp |
| Employer contribution / active EE | $3,030 | $3,907-22.4% | $5,613-46.0% | $2,440+24.2% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,139 | $7,972-85.7% | $10,844-89.5% | $5,124-77.8% |