Filed October 11, 2024 (most recent of 2 filings on file)
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Employer 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 | $58,489 | $87,834-33.4% | $133,975-56.3% | $62,881-7.0% |
| Participation rate | 92.3% | 83.4%+8.9pp | 87.1%+5.2pp | 69.3%+23.0pp |
| Annual return | 7.23% | 12.05%-4.8pp | 29.29%-22.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $900 | $3,482-74.2% | $5,211-82.7% | $2,281-60.5% |
| Participant deferral / active EE | $3,476 | $4,812-27.8% | $6,282-44.7% | $3,203+8.5% |
| Admin fee / account holder | $5,561 | $5,372+3.5% | $9,324-40.4% | $4,296+29.5% |