Filed October 1, 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 | $172,288 | $71,230+141.9% | $93,727+83.8% | $80,959+112.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 22.06% | 11.26%+10.8pp | 133.83%-111.8pp | 35.67%-13.6pp |
| Employer contribution / active EE | $12,141 | $1,565+675.7% | $2,421+401.4% | $2,757+340.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,067 | $6,961-41.6% | $8,292-50.9% | $6,925-41.3% |