Filed October 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,048 | $209,336-41.2% | $197,124-37.6% | $137,256-10.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.15% | 48.09%-37.9pp | 44.34%-34.2pp | 220.34%-210.2pp |
| Employer contribution / active EE | $6,521 | $6,591-1.1% | $6,227+4.7% | $4,156+56.9% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $683 | $17,308-96.1% | $16,298-95.8% | $12,270-94.4% |