Filed January 31, 2024 (most recent of 2 filings on file)
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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 | $71,776 | $184,000-61.0% | $162,185-55.7% | $152,909-53.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 11.48% | 150.80%-139.3pp | 115.61%-104.1pp | 345.46%-334.0pp |
| Employer contribution / active EE | $1,732 | $6,370-72.8% | $5,613-69.2% | $4,764-63.7% |
| Participant deferral / active EE | $2,094 | $8,033-73.9% | $7,297-71.3% | $5,851-64.2% |
| Admin fee / account holder | $590 | $13,124-95.5% | $10,844-94.6% | $11,601-94.9% |