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 | $109,791 | $197,637-44.4% | $177,848-38.3% | $158,982-30.9% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.7%-6.8pp | 82.0%-1.0pp |
| Annual return | 12.97% | 58.77%-45.8pp | 48.33%-35.4pp | 302.99%-290.0pp |
| Employer contribution / active EE | $3,468 | $6,698-48.2% | $5,919-41.4% | $4,763-27.2% |
| Participant deferral / active EE | $2,469 | $8,405-70.6% | $7,714-68.0% | $5,983-58.7% |
| Admin fee / account holder | $1,804 | $15,406-88.3% | $12,431-85.5% | $11,252-84.0% |