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 | $74,969 | $69,012+8.6% | $160,037-53.2% | $68,490+9.5% |
| Participation rate | 84.6% | 65.4%+19.2pp | 78.0%+6.6pp | 67.9%+16.7pp |
| Annual return | -16.84% | -9.65%-7.2pp | 408.95%-425.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $4,643 | $2,212+109.8% | $4,226+9.9% | $2,597+78.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,983 | $4,798+170.6% | $8,716+49.0% | $5,403+140.3% |