Filed July 31, 2024 (most recent of 2 filings on file)
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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 | $24,428 | $87,834-72.2% | $133,975-81.8% | $62,881-61.2% |
| Participation rate | 97.7% | 83.4%+14.3pp | 87.1%+10.6pp | 69.3%+28.4pp |
| Annual return | 8.44% | 12.05%-3.6pp | 29.29%-20.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,877 | $3,482-46.1% | $5,211-64.0% | $2,281-17.7% |
| Participant deferral / active EE | $2,741 | $4,812-43.0% | $6,282-56.4% | $3,203-14.4% |
| Admin fee / account holder | $1,098 | $5,372-79.6% | $9,324-88.2% | $4,296-74.5% |