Filed November 30, 2023
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,848 | $138,386-79.2% | $184,260-84.3% | $80,935-64.4% |
| Participation rate | 83.6% | 83.9%-0.3pp | 86.8%-3.2pp | 67.7%+16.0pp |
| Annual return | 8.24% | 20.02%-11.8pp | 28.84%-20.6pp | 35.66%-27.4pp |
| Employer contribution / active EE | $1,260 | $4,851-74.0% | $6,427-80.4% | $2,757-54.3% |
| Participant deferral / active EE | $3,161 | $7,076-55.3% | $9,133-65.4% | $4,299-26.5% |
| Admin fee / account holder | $2,176 | $10,489-79.3% | $13,898-84.3% | $6,924-68.6% |