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 | $91,833 | $48,314+90.1% | $67,561+35.9% | $80,925+13.5% |
| Participation rate | 86.2% | 66.4%+19.8pp | 72.9%+13.3pp | 67.7%+18.5pp |
| Annual return | 15.51% | 18.28%-2.8pp | 3525.44%-3509.9pp | 35.65%-20.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,671 | $2,927+25.4% | $4,003-8.3% | $4,299-14.6% |
| Admin fee / account holder | $6,238 | $3,690+69.1% | $4,006+55.7% | $6,940-10.1% |