Filed September 30, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,503 | $140,592-78.3% | $123,106-75.2% | $125,388-75.7% |
| Participation rate | 89.5% | 88.2%+1.3pp | 86.8%+2.7pp | 83.2%+6.3pp |
| Annual return | -1.39% | 16.80%-18.2pp | 13.22%-14.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $302 | $6,041-95.0% | $5,151-94.1% | $4,866-93.8% |
| Participant deferral / active EE | $3,100 | $6,980-55.6% | $6,229-50.2% | $5,352-42.1% |
| Admin fee / account holder | $4,725 | $11,198-57.8% | $9,015-47.6% | $9,541-50.5% |