Filed December 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,917 | $81,504-90.3% | $102,437-92.3% | $80,959-90.2% |
| Participation rate | 90.6% | 66.9%+23.7pp | 74.5%+16.1pp | 67.7%+22.9pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $10,856 | $3,104+249.8% | $3,871+180.5% | $2,757+293.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $314 | $6,719-95.3% | $8,388-96.3% | $6,925-95.5% |