Filed February 6, 2024
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,033 | $201,372-49.3% | $184,260-44.6% | $145,884-30.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 12.83% | 29.04%-16.2pp | 28.84%-16.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,293 | $7,024-81.6% | $6,427-79.9% | $4,662-72.3% |
| Participant deferral / active EE | $8,692 | $9,808-11.4% | $9,133-4.8% | $6,690+29.9% |
| Admin fee / account holder | $10,555 | $16,362-35.5% | $13,898-24.1% | $13,392-21.2% |