Filed December 23, 2024
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,031 | $97,732-28.3% | $83,831-16.5% | $135,380-48.3% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -9.73% | 1287.56%-1297.3pp | 850.99%-860.7pp | 519.81%-529.5pp |
| Employer contribution / active EE | $389 | $4,222-90.8% | $3,631-89.3% | $4,779-91.9% |
| Participant deferral / active EE | $4,360 | $4,683-6.9% | $4,082+6.8% | $5,609-22.3% |
| Admin fee / account holder | $803 | $6,675-88.0% | $5,479-85.3% | $10,828-92.6% |