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 | $183,818 | $65,555+180.4% | $86,216+113.2% | $75,173+144.5% |
| Participation rate | 95.8% | 60.5%+35.3pp | 69.0%+26.9pp | 67.2%+28.6pp |
| Annual return | 804.67% | 46.07%+758.6pp | 1169.42%-364.7pp | 160.72%+644.0pp |
| Employer contribution / active EE | $12,815 | $1,553+725.0% | $2,382+438.1% | $2,671+379.8% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,456 | $5,469-36.8% | $6,853-49.6% | $5,651-38.8% |