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 | $89,931 | $197,603-54.5% | $177,827-49.4% | $158,950-43.4% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 18.88% | 58.76%-39.9pp | 48.32%-29.4pp | 302.91%-284.0pp |
| Employer contribution / active EE | $1,131 | $6,698-83.1% | $5,918-80.9% | $4,762-76.3% |
| Participant deferral / active EE | $7,450 | $8,404-11.4% | $7,713-3.4% | $5,983+24.5% |
| Admin fee / account holder | $480 | $15,402-96.9% | $12,429-96.1% | $11,248-95.7% |