Filed August 26, 2024 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,016 | $110,083-72.7% | $151,645-80.2% | $68,490-56.2% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -17.89% | -10.12%-7.8pp | 3.34%-21.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,505 | $4,470-66.3% | $6,165-75.6% | $2,597-42.0% |
| Participant deferral / active EE | $4,553 | $6,526-30.2% | $8,363-45.6% | $4,028+13.0% |
| Admin fee / account holder | $5,734 | $7,718-25.7% | $11,614-50.6% | $5,403+6.1% |