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 | $19,101 | $102,661-81.4% | $151,645-87.4% | $66,949-71.5% |
| Participation rate | 98.2% | 85.5%+12.6pp | 87.5%+10.7pp | 69.8%+28.3pp |
| Annual return | -11.70% | -10.81%-0.9pp | 3.34%-15.0pp | 1.57%-13.3pp |
| Employer contribution / active EE | $2,271 | $4,184-45.7% | $6,165-63.2% | $2,545-10.8% |
| Participant deferral / active EE | $1,814 | $6,645-72.7% | $8,363-78.3% | $4,239-57.2% |
| Admin fee / account holder | $2,772 | $630+339.7% | $11,614-76.1% | $594+367.0% |