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 | $146,267-74.5% | $197,124-81.1% | $82,448-54.7% |
| Participation rate | 90.4% | 84.0%+6.4pp | 86.7%+3.7pp | 68.1%+22.3pp |
| Annual return | 10.93% | 29.61%-18.7pp | 44.34%-33.4pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,406 | $4,723-70.2% | $6,227-77.4% | $2,551-44.9% |
| Participant deferral / active EE | $3,662 | $7,035-47.9% | $9,135-59.9% | $4,139-11.5% |
| Admin fee / account holder | $424 | $14,422-97.1% | $16,298-97.4% | $7,234-94.1% |