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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,590 | $135,956-76.8% | $123,894-74.5% | $273,972-88.5% |
| Participation rate | 70.6% | 84.1%-13.5pp | 81.4%-10.8pp | 83.0%-12.4pp |
| Annual return | 4.74% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $967 | $5,170-81.3% | $4,617-79.1% | $4,869-80.1% |
| Participant deferral / active EE | $1,953 | $6,343-69.2% | $5,984-67.4% | $5,287-63.1% |
| Admin fee / account holder | $2,947 | $9,817-70.0% | $8,357-64.7% | $10,133-70.9% |