Filed October 30, 2024
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,264 | $82,028-61.9% | $123,105-74.6% | $59,633-47.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 3.12% | 5.12%-2.0pp | 13.22%-10.1pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $2,538 | $3,297-23.0% | $5,151-50.7% | $2,203+15.2% |
| Participant deferral / active EE | $1,956 | $4,667-58.1% | $6,229-68.6% | $3,192-38.7% |
| Admin fee / account holder | $1,275 | $5,879-78.3% | $9,014-85.9% | $4,297-70.3% |