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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,302 | $160,055-66.1% | $140,016-61.2% | $135,377-59.9% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | -6.08% | 911.41%-917.5pp | 651.14%-657.2pp | 519.75%-525.8pp |
| Employer contribution / active EE | $9,224 | $6,420+43.7% | $5,606+64.5% | $4,779+93.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $324 | $13,328-97.6% | $10,705-97.0% | $10,828-97.0% |