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 | $33,274 | $198,461-83.2% | $170,436-80.5% | $147,585-77.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 17.49% | 257.30%-239.8pp | 205.94%-188.4pp | 578.57%-561.1pp |
| Employer contribution / active EE | $1,272 | $6,184-79.4% | $5,433-76.6% | $4,876-73.9% |
| Participant deferral / active EE | $3,391 | $5,629-39.8% | $4,939-31.3% | $5,439-37.6% |
| Admin fee / account holder | $8,654 | $16,852-48.6% | $13,880-37.7% | $10,885-20.5% |