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 | $100,005 | $72,027+38.8% | $185,861-46.2% | $79,856+25.2% |
| Participation rate | 91.4% | 65.8%+25.7pp | 78.0%+13.4pp | 69.6%+21.8pp |
| Annual return | 15.39% | 23.13%-7.7pp | 35.96%-20.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $4,319 | $1,965+119.8% | $4,088+5.7% | $2,471+74.8% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,444 | $4,513-23.7% | $9,503-63.8% | $5,306-35.1% |