Filed November 8, 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 | $33,877 | $181,896-81.4% | $156,551-78.4% | $273,972-87.6% |
| Participation rate | 85.0% | 88.4%-3.4pp | 84.0%+1.0pp | 83.0%+2.0pp |
| Annual return | 8.53% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,295 | $6,248-79.3% | $5,501-76.5% | $4,869-73.4% |
| Participant deferral / active EE | $2,956 | $5,550-46.7% | $4,871-39.3% | $5,287-44.1% |
| Admin fee / account holder | $13,362 | $15,560-14.1% | $13,028+2.6% | $10,133+31.9% |