Filed January 30, 2025 (most recent of 2 filings on file)
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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.)
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 | $23,035 | $60,349-61.8% | $74,184-68.9% | $62,881-63.4% |
| Participation rate | 97.8% | 72.7%+25.1pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 6.59% | 21.38%-14.8pp | 17.74%-11.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,264 | $2,856-20.7% | $3,550-36.2% | $3,203-29.3% |
| Admin fee / account holder | $710 | $4,261-83.3% | $5,586-87.3% | $4,296-83.5% |