Filed October 24, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,321 | $174,380-84.3% | $108,582-74.8% | - |
| Participation rate | 76.8% | 70.3%+6.4pp | 79.6%-2.8pp | - |
| Annual return | 12.58% | 1.91%+10.7pp | -51.70%+64.3pp | - |
| Employer contribution / active EE | $1,858 | $1,536+21.0% | $3,758-50.6% | - |
| Participant deferral / active EE | $2,964 | $2,685+10.4% | $4,311-31.2% | - |
| Admin fee / account holder | $1,076 | $13,800-92.2% | $7,645-85.9% | - |