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 | $37,312 | $143,969-74.1% | $199,883-81.3% | $82,637-54.8% |
| Participation rate | 90.4% | 84.1%+6.2pp | 86.8%+3.6pp | 68.1%+22.3pp |
| Annual return | 10.93% | 25.67%-14.7pp | 43.81%-32.9pp | 53.51%-42.6pp |
| Employer contribution / active EE | $1,406 | $4,632-69.7% | $6,261-77.6% | $2,552-44.9% |
| Participant deferral / active EE | $3,662 | $6,937-47.2% | $9,138-59.9% | $4,126-11.3% |
| Admin fee / account holder | $424 | $14,597-97.1% | $17,268-97.5% | $7,339-94.2% |