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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,413 | $110,083-42.4% | $151,645-58.2% | $68,490-7.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 11.28% | -10.12%+21.4pp | 3.34%+7.9pp | -7.85%+19.1pp |
| Employer contribution / active EE | $2,143 | $4,470-52.1% | $6,165-65.2% | $2,597-17.5% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,464 | $7,718-81.0% | $11,614-87.4% | $5,403-72.9% |