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 | $149,446-37.4% | $256,809-63.5% | $94,015-0.4% |
| Participation rate | 88.5% | 85.3%+3.2pp | 88.5%0pp | 70.8%+17.7pp |
| Annual return | 9.38% | 17.55%-8.2pp | 32.73%-23.3pp | 17.84%-8.5pp |
| Employer contribution / active EE | $1,973 | $4,596-57.1% | $7,263-72.8% | $2,790-29.3% |
| Participant deferral / active EE | $2,906 | $6,491-55.2% | $9,520-69.5% | $4,249-31.6% |
| Admin fee / account holder | $8,093 | $24,035-66.3% | $25,146-67.8% | $8,951-9.6% |