Filed March 29, 2024
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,416 | $176,688-67.5% | $130,660-56.1% | $152,909-62.5% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.5%+0.9pp |
| Annual return | 5.23% | 2693.08%-2687.9pp | 1709.29%-1704.1pp | 345.46%-340.2pp |
| Employer contribution / active EE | $103 | $5,743-98.2% | $4,092-97.5% | $4,764-97.8% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,253 | $7,131-54.4% | $5,463-40.5% | $11,601-72.0% |