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 | $94,678 | $73,546+28.7% | $63,018+50.2% | $147,586-35.8% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 22.36% | 175.56%-153.2pp | 87.62%-65.3pp | 578.59%-556.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,531 | $4,185-15.6% | $3,330+6.0% | $5,439-35.1% |
| Admin fee / account holder | $4,203 | $5,956-29.4% | $3,601+16.7% | $10,886-61.4% |