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 | $100,041-63.6% | $149,718-75.7% | $70,131-48.1% |
| Participation rate | 87.5% | 83.6%+3.9pp | 87.1%+0.4pp | 69.5%+18.0pp |
| Annual return | 22.52% | 27.43%-4.9pp | 1501.67%-1479.1pp | 73.14%-50.6pp |
| Employer contribution / active EE | $2,353 | $3,662-35.7% | $5,445-56.8% | $2,342+0.4% |
| Participant deferral / active EE | $1,812 | $4,983-63.6% | $6,569-72.4% | $3,332-45.6% |
| Admin fee / account holder | $1,832 | $8,286-77.9% | $11,283-83.8% | $4,645-60.6% |