Filed June 20, 2024 (most recent of 3 filings on file)
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Employer 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 | $42,988 | $145,431-70.4% | $211,142-79.6% | $87,485-50.9% |
| Participation rate | 89.1% | 84.7%+4.4pp | 87.3%+1.8pp | 68.9%+20.2pp |
| Annual return | 40.26% | 27.21%+13.0pp | 46.84%-6.6pp | 26.06%+14.2pp |
| Employer contribution / active EE | $1,458 | $4,662-68.7% | $6,442-77.4% | $2,596-43.9% |
| Participant deferral / active EE | $3,173 | $6,859-53.7% | $9,284-65.8% | $4,274-25.8% |
| Admin fee / account holder | $3,792 | $17,052-77.8% | $19,076-80.1% | $7,775-51.2% |