Filed January 2, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,833 | $81,476+287.6% | $102,383+208.5% | $80,925+290.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.22% | 25.59%-8.4pp | 24.94%-7.7pp | 35.65%-18.4pp |
| Employer contribution / active EE | $1,910 | $3,105-38.5% | $3,870-50.7% | $2,756-30.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,627 | $6,717-75.8% | $8,391-80.6% | $6,940-76.6% |