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 | $37,040 | $146,267-74.7% | $197,124-81.2% | $82,448-55.1% |
| Participation rate | 98.9% | 84.0%+14.9pp | 86.7%+12.2pp | 68.1%+30.8pp |
| Annual return | 21.82% | 29.61%-7.8pp | 44.34%-22.5pp | 41.64%-19.8pp |
| Employer contribution / active EE | $3,680 | $4,723-22.1% | $6,227-40.9% | $2,551+44.3% |
| Participant deferral / active EE | $2,377 | $7,035-66.2% | $9,135-74.0% | $4,139-42.6% |
| Admin fee / account holder | $2,829 | $14,422-80.4% | $16,298-82.6% | $7,234-60.9% |