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 | $87,037+38.4% | $106,201+13.4% | $80,874+48.9% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.3%+22.4pp | 67.6%+30.1pp |
| Annual return | 1079.39% | 17.05%+1062.3pp | 116.26%+963.1pp | 35.62%+1043.8pp |
| Employer contribution / active EE | $13,238 | $2,396+452.5% | $3,170+317.6% | $2,756+380.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,764 | $8,434+27.6% | $11,039-2.5% | $6,935+55.2% |