Filed April 18, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,455 | $87,059+38.4% | $105,608+14.1% | $80,925+48.8% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.3%+22.4pp | 67.7%+30.1pp |
| Annual return | 1079.39% | 17.05%+1062.3pp | 116.50%+962.9pp | 35.65%+1043.7pp |
| Employer contribution / active EE | $13,238 | $2,396+452.4% | $3,167+318.0% | $2,756+380.3% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,764 | $8,443+27.5% | $11,028-2.4% | $6,940+55.1% |