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 | $81,504+15.7% | $102,437-7.9% | $80,959+16.5% |
| Participation rate | 98.8% | 66.9%+31.9pp | 74.5%+24.3pp | 67.7%+31.1pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $26,829 | $3,104+764.5% | $3,871+593.1% | $2,757+873.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,026 | $6,719-25.2% | $8,388-40.1% | $6,925-27.4% |