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 | $250,111 | $73,955+238.2% | $96,520+159.1% | $75,181+232.7% |
| Participation rate | 98.9% | 66.4%+32.5pp | 74.3%+24.6pp | 67.2%+31.7pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.72%-35.7pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,574 | $2,930-46.3% | $3,739-57.9% | $2,671-41.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $399 | $5,217-92.4% | $6,733-94.1% | $5,650-92.9% |