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 | $87,106+38.3% | $105,607+14.1% | $80,935+48.8% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.3%+22.5pp | 67.7%+30.1pp |
| Annual return | 1079.39% | 17.01%+1062.4pp | 116.11%+963.3pp | 35.66%+1043.7pp |
| Employer contribution / active EE | $13,238 | $2,396+452.4% | $3,167+318.0% | $2,757+380.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,764 | $8,447+27.4% | $10,958-1.8% | $6,924+55.5% |