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 | $85,585 | $70,684+21.1% | $169,397-49.5% | $75,177+13.8% |
| Participation rate | 87.3% | 64.8%+22.5pp | 77.2%+10.1pp | 67.2%+20.1pp |
| Annual return | 16.09% | 36.38%-20.3pp | 406.23%-390.1pp | 160.75%-144.7pp |
| Employer contribution / active EE | $5,222 | $2,211+136.2% | $4,013+30.1% | $2,671+95.5% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,257 | $5,404+108.3% | $9,017+24.8% | $5,651+99.2% |