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 | $2 | $63,703-100.0% | $93,063-100.0% | $82,448-100.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | -1406037.50% | -775.43%-1405262.1pp | 34.15%-1406071.7pp | 41.64%-1406079.1pp |
| Employer contribution / active EE | $2,447 | $1,729+41.6% | $2,476-1.2% | $2,551-4.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,679 | $5,982+45.1% | $6,033+43.9% | $7,234+20.0% |