Filed August 13, 2024
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,681 | $138,102-82.9% | $125,381-81.1% | $134,532-82.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -17.37% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.6pp |
| Employer contribution / active EE | $2,845 | $5,245-45.8% | $4,815-40.9% | $4,741-40.0% |
| Participant deferral / active EE | $2,026 | $7,801-74.0% | $7,448-72.8% | $6,401-68.4% |
| Admin fee / account holder | $7,661 | $11,568-33.8% | $10,007-23.4% | $11,429-33.0% |