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 | $183,968-48.7% | $162,166-41.8% | $152,870-38.2% |
| Participation rate | 86.4% | 88.5%-2.1pp | 87.6%-1.2pp | 82.4%+3.9pp |
| Annual return | 17.61% | 150.77%-133.2pp | 115.59%-98.0pp | 345.34%-327.7pp |
| Employer contribution / active EE | $2,730 | $6,371-57.1% | $5,614-51.4% | $4,763-42.7% |
| Participant deferral / active EE | $2,264 | $8,034-71.8% | $7,298-69.0% | $5,850-61.3% |
| Admin fee / account holder | $3,680 | $13,121-72.0% | $10,842-66.1% | $11,597-68.3% |