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 | $27,944 | $123,793-77.4% | $177,848-84.3% | $79,856-65.0% |
| Participation rate | 97.7% | 84.7%+13.0pp | 87.7%+10.0pp | 69.6%+28.0pp |
| Annual return | 10.42% | 22.82%-12.4pp | 48.33%-37.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,938 | $4,095-28.3% | $5,919-50.4% | $2,471+18.9% |
| Participant deferral / active EE | $1,416 | $5,956-76.2% | $7,714-81.6% | $3,741-62.1% |
| Admin fee / account holder | $2,093 | $7,243-71.1% | $12,431-83.2% | $5,306-60.6% |