Filed February 5, 2025
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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 | $59,829 | $148,623-59.7% | $135,974-56.0% | $139,466-57.1% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | -27.64% | 79.30%-106.9pp | 68.30%-95.9pp | 373.66%-401.3pp |
| Employer contribution / active EE | $6,003 | $5,246+14.4% | $4,859+23.5% | $4,754+26.3% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,001 | $12,406-83.9% | $10,767-81.4% | $11,409-82.5% |