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 | $41,374 | $123,793-66.6% | $177,848-76.7% | $79,856-48.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 7.98% | 22.82%-14.8pp | 48.33%-40.3pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,711 | $4,095-58.2% | $5,919-71.1% | $2,471-30.8% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,289 | $7,243-82.2% | $12,431-89.6% | $5,306-75.7% |