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 | $84,540 | $209,888-59.7% | $189,545-55.4% | $167,553-49.5% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 6.14% | 748.66%-742.5pp | 555.36%-549.2pp | 478.89%-472.8pp |
| Employer contribution / active EE | $1,842 | $6,915-73.4% | $6,162-70.1% | $4,840-61.9% |
| Participant deferral / active EE | $2,317 | $8,934-74.1% | $8,220-71.8% | $6,343-63.5% |
| Admin fee / account holder | $24,573 | $14,300+71.8% | $12,049+103.9% | $12,316+99.5% |