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 | $22,676 | $100,060-77.3% | $149,721-84.9% | $70,126-67.7% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.1%+11.3pp | 69.5%+28.8pp |
| Annual return | 0.00% | 27.46%-27.5pp | 1501.67%-1501.7pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,401 | $3,661-34.4% | $5,444-55.9% | $2,343+2.5% |
| Participant deferral / active EE | $1,073 | $4,982-78.5% | $6,568-83.7% | $3,332-67.8% |
| Admin fee / account holder | $1,902 | $8,285-77.0% | $11,282-83.1% | $4,645-59.1% |