Filed December 23, 2024 (most recent of 2 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 | $49,218 | $71,192-30.9% | $117,861-58.2% | $62,293-21.0% |
| Participation rate | 94.3% | 74.2%+20.0pp | 79.7%+14.6pp | 69.5%+24.7pp |
| Annual return | 13.24% | 18.66%-5.4pp | 335.11%-321.9pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,384 | $1,934+23.3% | $3,786-37.0% | $2,042+16.7% |
| Participant deferral / active EE | $1,598 | $3,189-49.9% | $4,482-64.4% | $3,169-49.6% |
| Admin fee / account holder | $525 | $587-10.6% | $8,021-93.5% | $479+9.5% |