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 | $71,057+142.5% | $93,654+84.0% | $80,874+113.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 22.06% | 11.26%+10.8pp | 133.34%-111.3pp | 35.62%-13.6pp |
| Employer contribution / active EE | $12,141 | $1,564+676.3% | $2,421+401.5% | $2,756+340.6% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,067 | $6,944-41.4% | $8,282-50.9% | $6,935-41.4% |