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 | $89,022 | $46,599+91.0% | $64,101+38.9% | $75,173+18.4% |
| Participation rate | 85.2% | 65.9%+19.2pp | 72.3%+12.9pp | 67.2%+18.0pp |
| Annual return | 23.49% | 26.06%-2.6pp | 33.72%-10.2pp | 160.72%-137.2pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,188 | $2,837+12.4% | $3,881-17.9% | $4,126-22.7% |
| Admin fee / account holder | $19,404 | $2,956+556.5% | $3,070+532.0% | $5,651+243.4% |