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.)
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 | $28,237 | $138,385-79.6% | $184,243-84.7% | $80,925-65.1% |
| Participation rate | 96.8% | 83.9%+12.9pp | 86.8%+10.0pp | 67.7%+29.2pp |
| Annual return | 1.82% | 20.02%-18.2pp | 28.82%-27.0pp | 35.65%-33.8pp |
| Employer contribution / active EE | $2,816 | $4,851-41.9% | $6,427-56.2% | $2,756+2.2% |
| Participant deferral / active EE | $2,247 | $7,075-68.2% | $9,132-75.4% | $4,299-47.7% |
| Admin fee / account holder | $5,350 | $10,489-49.0% | $13,914-61.6% | $6,940-22.9% |