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 | $81,457+287.7% | $103,378+205.5% | $80,911+290.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.22% | 25.58%-8.4pp | 24.91%-7.7pp | 35.63%-18.4pp |
| Employer contribution / active EE | $1,910 | $3,107-38.5% | $3,870-50.7% | $2,756-30.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,627 | $6,717-75.8% | $8,401-80.6% | $6,935-76.5% |