Filed July 1, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,879 | $172,111-97.2% | $150,298-96.8% | $137,256-96.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.81% | 69.37%-64.6pp | 62.79%-58.0pp | 220.34%-215.5pp |
| Employer contribution / active EE | $4,675 | $4,636+0.8% | $4,154+12.5% | $4,156+12.5% |
| Participant deferral / active EE | $8,713 | $6,166+41.3% | $5,453+59.8% | $6,407+36.0% |
| Admin fee / account holder | $689 | $16,471-95.8% | $14,116-95.1% | $12,270-94.4% |