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 | $142,972-34.5% | $214,702-56.4% | $86,983+7.6% |
| Participation rate | 88.5% | 84.9%+3.7pp | 87.5%+1.1pp | 69.5%+19.0pp |
| Annual return | 9.38% | 18.49%-9.1pp | 54.55%-45.2pp | 25.83%-16.5pp |
| Employer contribution / active EE | $1,973 | $4,635-57.4% | $6,461-69.5% | $2,584-23.7% |
| Participant deferral / active EE | $2,906 | $6,568-55.8% | $9,147-68.2% | $4,194-30.7% |
| Admin fee / account holder | $8,093 | $17,617-54.1% | $19,830-59.2% | $7,856+3.0% |