Filed July 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,617 | $197,625-51.1% | $177,840-45.7% | $158,966-39.2% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.7%-11.2pp | 82.0%-5.5pp |
| Annual return | -4.48% | 58.76%-63.2pp | 48.32%-52.8pp | 302.95%-307.4pp |
| Employer contribution / active EE | $1,656 | $6,698-75.3% | $5,919-72.0% | $4,762-65.2% |
| Participant deferral / active EE | $2,615 | $8,405-68.9% | $7,714-66.1% | $5,983-56.3% |
| Admin fee / account holder | $362 | $15,405-97.7% | $12,431-97.1% | $11,250-96.8% |