Filed July 31, 2024 (most recent of 2 filings on file)
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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,756 | $142,972-86.9% | $214,702-91.3% | $86,983-78.4% |
| Participation rate | 84.4% | 84.9%-0.5pp | 87.5%-3.1pp | 69.5%+14.8pp |
| Annual return | 16.85% | 18.49%-1.6pp | 54.55%-37.7pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,671 | $4,635-63.9% | $6,461-74.1% | $2,584-35.3% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,302 | $17,617-86.9% | $19,830-88.4% | $7,856-70.7% |