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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,350 | $185,905-81.0% | $170,057-79.2% | $139,487-74.7% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 18.83% | 60.56%-41.7pp | 53.42%-34.6pp | 373.84%-355.0pp |
| Employer contribution / active EE | $1,868 | $7,597-75.4% | $6,790-72.5% | $4,755-60.7% |
| Participant deferral / active EE | $2,712 | $11,627-76.7% | $10,411-74.0% | $6,713-59.6% |
| Admin fee / account holder | $769 | $15,397-95.0% | $12,826-94.0% | $11,407-93.3% |