Filed July 12, 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 | $121,391 | $201,372-39.7% | $184,260-34.1% | $145,884-16.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.03% | 29.04%-19.0pp | 28.84%-18.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $583 | $7,024-91.7% | $6,427-90.9% | $4,662-87.5% |
| Participant deferral / active EE | $12,544 | $9,808+27.9% | $9,133+37.4% | $6,690+87.5% |
| Admin fee / account holder | $2,629 | $16,362-83.9% | $13,898-81.1% | $13,392-80.4% |