Filed November 6, 2024
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Employer 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 | $170,008 | $91,198+86.4% | $178,503-4.8% | $79,856+112.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.44% | 24.20%-5.8pp | 151.12%-132.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,019 | $3,237+116.9% | $5,202+34.9% | $3,741+87.6% |
| Admin fee / account holder | $7,562 | $6,748+12.1% | $13,987-45.9% | $5,306+42.5% |