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 | $91,673 | $209,888-56.3% | $189,545-51.6% | $167,553-45.3% |
| Participation rate | 81.0% | 88.7%-7.7pp | 87.8%-6.9pp | 82.1%-1.2pp |
| Annual return | 9.27% | 748.66%-739.4pp | 555.36%-546.1pp | 478.89%-469.6pp |
| Employer contribution / active EE | $3,425 | $6,915-50.5% | $6,162-44.4% | $4,840-29.2% |
| Participant deferral / active EE | $2,440 | $8,934-72.7% | $8,220-70.3% | $6,343-61.5% |
| Admin fee / account holder | $52,300 | $14,300+265.7% | $12,049+334.1% | $12,316+324.6% |