Filed November 5, 2024 (most recent of 2 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.)
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 | $30,949 | $87,834-64.8% | $133,975-76.9% | $62,881-50.8% |
| Participation rate | 95.4% | 83.4%+12.0pp | 87.1%+8.3pp | 69.3%+26.1pp |
| Annual return | 9.24% | 12.05%-2.8pp | 29.29%-20.1pp | 20.14%-10.9pp |
| Employer contribution / active EE | $5,876 | $3,482+68.7% | $5,211+12.8% | $2,281+157.6% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,318 | $5,372-75.5% | $9,324-85.9% | $4,296-69.3% |