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 | $53,172 | $123,793-57.0% | $177,848-70.1% | $79,856-33.4% |
| Participation rate | 87.0% | 84.7%+2.3pp | 87.7%-0.8pp | 69.6%+17.3pp |
| Annual return | 28.67% | 22.82%+5.9pp | 48.33%-19.7pp | 31.71%-3.0pp |
| Employer contribution / active EE | $2,059 | $4,095-49.7% | $5,919-65.2% | $2,471-16.7% |
| Participant deferral / active EE | $2,020 | $5,956-66.1% | $7,714-73.8% | $3,741-46.0% |
| Admin fee / account holder | $938 | $7,243-87.0% | $12,431-92.5% | $5,306-82.3% |