Filed March 13, 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 | $82,454 | $160,059-48.5% | $140,019-41.1% | $135,380-39.1% |
| Participation rate | 78.3% | 88.5%-10.3pp | 87.5%-9.2pp | 82.6%-4.4pp |
| Annual return | -4.72% | 911.48%-916.2pp | 651.17%-655.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,741 | $6,420-57.3% | $5,605-51.1% | $4,779-42.6% |
| Participant deferral / active EE | $1,813 | $7,641-76.3% | $6,927-73.8% | $5,609-67.7% |
| Admin fee / account holder | $13,084 | $13,328-1.8% | $10,705+22.2% | $10,828+20.8% |