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 | $94,459 | $184,000-48.7% | $162,185-41.8% | $152,909-38.2% |
| Participation rate | 86.4% | 88.5%-2.1pp | 87.6%-1.2pp | 82.5%+3.9pp |
| Annual return | 17.61% | 150.80%-133.2pp | 115.61%-98.0pp | 345.46%-327.9pp |
| Employer contribution / active EE | $2,730 | $6,370-57.1% | $5,613-51.4% | $4,764-42.7% |
| Participant deferral / active EE | $2,264 | $8,033-71.8% | $7,297-69.0% | $5,851-61.3% |
| Admin fee / account holder | $3,680 | $13,124-72.0% | $10,844-66.1% | $11,601-68.3% |