Filed October 17, 2024 (most recent of 5 filings on file)
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,453 | $125,797-36.8% | $170,057-53.3% | $75,177+5.7% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.0%+11.7pp | 67.2%+31.5pp |
| Annual return | 9.47% | 27.20%-17.7pp | 53.42%-43.9pp | 160.75%-151.3pp |
| Employer contribution / active EE | $3,978 | $4,616-13.8% | $6,790-41.4% | $2,671+48.9% |
| Participant deferral / active EE | $3,032 | $6,838-55.7% | $10,411-70.9% | $4,126-26.5% |
| Admin fee / account holder | $11,456 | $8,177+40.1% | $12,826-10.7% | $5,651+102.7% |