Filed December 18, 2023
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Participant 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 | $48,103 | $52,678-8.7% | $75,784-36.5% | $59,633-19.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 3.20% | 2.95%+0.2pp | 9.68%-6.5pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $4,611 | $2,193+110.2% | $3,323+38.8% | $2,203+109.4% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,545 | $3,610+53.6% | $5,300+4.6% | $4,297+29.1% |