Filed January 29, 2025 (most recent of 3 filings on file)
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,931 | $51,620-90.4% | $90,324-94.5% | $65,186-92.4% |
| Participation rate | 70.9% | 68.6%+2.2pp | 73.3%-2.4pp | 70.2%+0.7pp |
| Annual return | 13.39% | 24.94%-11.5pp | 78.15%-64.8pp | 29.39%-16.0pp |
| Employer contribution / active EE | $698 | $2,235-68.8% | $2,856-75.6% | $2,177-68.0% |
| Participant deferral / active EE | $831 | $2,871-71.1% | $3,885-78.6% | $3,514-76.4% |
| Admin fee / account holder | $777 | $384+102.3% | $5,356-85.5% | $847-8.2% |