Filed March 14, 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 | $59,756 | $81,487-26.7% | $102,412-41.7% | $80,935-26.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -34.12% | 25.60%-59.7pp | 24.94%-59.1pp | 35.66%-69.8pp |
| Employer contribution / active EE | $14,746 | $3,103+375.2% | $3,870+281.0% | $2,757+434.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,192 | $6,717+66.6% | $8,388+33.4% | $6,924+61.6% |