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 | $81,476+15.8% | $102,383-7.9% | $80,925+16.6% |
| Participation rate | 98.8% | 66.8%+31.9pp | 74.5%+24.3pp | 67.7%+31.1pp |
| Annual return | 0.00% | 25.59%-25.6pp | 24.94%-24.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $26,829 | $3,105+764.2% | $3,870+593.2% | $2,756+873.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,026 | $6,717-25.2% | $8,391-40.1% | $6,940-27.6% |