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 | $36,421 | $100,060-63.6% | $149,721-75.7% | $70,126-48.1% |
| Participation rate | 87.5% | 83.6%+3.9pp | 87.1%+0.4pp | 69.5%+18.0pp |
| Annual return | 22.52% | 27.46%-4.9pp | 1501.67%-1479.1pp | 73.15%-50.6pp |
| Employer contribution / active EE | $2,353 | $3,661-35.7% | $5,444-56.8% | $2,343+0.4% |
| Participant deferral / active EE | $1,812 | $4,982-63.6% | $6,568-72.4% | $3,332-45.6% |
| Admin fee / account holder | $1,832 | $8,285-77.9% | $11,282-83.8% | $4,645-60.6% |