Filed December 12, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,034 | $72,177-86.1% | $115,038-91.3% | $59,633-83.2% |
| Participation rate | 91.8% | 72.6%+19.2pp | 81.4%+10.4pp | 68.7%+23.1pp |
| Annual return | -5.96% | 12.02%-18.0pp | 26.14%-32.1pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,002 | $4,783-16.3% | $6,026-33.6% | $3,192+25.4% |
| Admin fee / account holder | $808 | $4,927-83.6% | $8,175-90.1% | $4,297-81.2% |