Filed July 29, 2024
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Employer 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 | $4,892 | $100,938-95.2% | $90,461-94.6% | $158,982-96.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 108.86% | 1727.20%-1618.3pp | 1294.76%-1185.9pp | 302.99%-194.1pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,357 | $4,350-22.8% | $3,964-15.3% | $5,983-43.9% |
| Admin fee / account holder | $783 | $6,510-88.0% | $5,617-86.1% | $11,252-93.0% |