Filed October 6, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,815-100.0% | $97,295-100.0% | $80,959-100.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | -1297271.30% | -558.73%-1296712.6pp | 75.62%-1297346.9pp | 35.67%-1297307.0pp |
| Employer contribution / active EE | $38,915 | $1,836+2019.1% | $2,723+1329.2% | $2,757+1311.4% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,532 | $5,166-12.3% | $5,646-19.7% | $6,925-34.6% |