Filed November 3, 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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $504,478 | $81,476+519.2% | $102,383+392.7% | $80,925+523.4% |
| Participation rate | 98.4% | 66.8%+31.6pp | 74.5%+23.9pp | 67.7%+30.8pp |
| Annual return | 3088.70% | 25.59%+3063.1pp | 24.94%+3063.8pp | 35.65%+3053.1pp |
| Employer contribution / active EE | $19,926 | $3,105+541.8% | $3,870+414.8% | $2,756+622.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $986 | $6,717-85.3% | $8,391-88.2% | $6,940-85.8% |