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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,308 | $65,395+22.8% | $182,558-56.0% | $72,976+10.0% |
| Participation rate | 93.4% | 65.4%+28.0pp | 78.0%+15.4pp | 69.5%+23.9pp |
| Annual return | 17.97% | 27.68%-9.7pp | 148.59%-130.6pp | 81.02%-63.0pp |
| Employer contribution / active EE | $4,504 | $1,911+135.7% | $4,076+10.5% | $2,440+84.6% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,478 | $4,245+146.8% | $8,594+21.9% | $5,124+104.5% |