Filed January 24, 2025
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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 | $178,528 | $94,529+88.9% | $140,019+27.5% | $64,173+178.2% |
| Participation rate | 81.0% | 84.1%-3.1pp | 87.5%-6.5pp | 69.6%+11.4pp |
| Annual return | -3.16% | 7.77%-10.9pp | 651.15%-654.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,044 | $5,250+53.2% | $6,927+16.1% | $3,470+131.8% |
| Admin fee / account holder | $12,595 | $6,741+86.8% | $10,705+17.7% | $4,887+157.7% |