Filed December 30, 2024
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Participant 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 | $94,321 | $81,446+15.8% | $103,374-8.8% | $80,874+16.6% |
| Participation rate | 98.8% | 66.9%+31.9pp | 74.5%+24.3pp | 67.6%+31.1pp |
| Annual return | 0.00% | 25.57%-25.6pp | 24.89%-24.9pp | 35.62%-35.6pp |
| Employer contribution / active EE | $26,829 | $3,107+763.5% | $3,869+593.4% | $2,756+873.6% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,026 | $6,715-25.1% | $8,394-40.1% | $6,935-27.5% |