Filed October 1, 2024
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Employer 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 | $86,395 | $65,712+31.5% | $57,196+51.1% | $273,972-68.5% |
| Participation rate | 95.0% | 78.3%+16.7pp | 75.3%+19.7pp | 83.0%+12.0pp |
| Annual return | 16.27% | 22.01%-5.7pp | 14.59%+1.7pp | 41.46%-25.2pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,269 | $3,782+12.9% | $3,096+37.9% | $5,287-19.3% |
| Admin fee / account holder | $8,679 | $4,838+79.4% | $3,141+176.4% | $10,133-14.3% |