Filed January 23, 2025
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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 | $93,616 | $145,431-35.6% | $211,142-55.7% | $87,485+7.0% |
| Participation rate | 88.5% | 84.7%+3.8pp | 87.3%+1.3pp | 68.9%+19.6pp |
| Annual return | 9.38% | 27.21%-17.8pp | 46.84%-37.5pp | 26.06%-16.7pp |
| Employer contribution / active EE | $1,973 | $4,662-57.7% | $6,442-69.4% | $2,596-24.0% |
| Participant deferral / active EE | $2,906 | $6,859-57.6% | $9,284-68.7% | $4,274-32.0% |
| Admin fee / account holder | $8,093 | $17,052-52.5% | $19,076-57.6% | $7,775+4.1% |