Filed November 20, 2024
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,919 | $62,672+22.7% | $185,117-58.4% | $70,126+9.7% |
| Participation rate | 91.0% | 63.8%+27.2pp | 77.3%+13.8pp | 69.5%+21.5pp |
| Annual return | 16.16% | 40.79%-24.6pp | 40.50%-24.3pp | 73.15%-57.0pp |
| Employer contribution / active EE | $3,888 | $1,753+121.8% | $4,182-7.0% | $2,343+66.0% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,522 | $3,932-61.3% | $8,159-81.3% | $4,645-67.2% |