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 | $73,219 | $167,533-56.3% | $151,645-51.7% | $134,545-45.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -15.59% | 7.81%-23.4pp | 3.34%-18.9pp | 418.37%-434.0pp |
| Employer contribution / active EE | $3,240 | $6,828-52.5% | $6,165-47.4% | $4,742-31.7% |
| Participant deferral / active EE | $2,181 | $8,985-75.7% | $8,363-73.9% | $6,401-65.9% |
| Admin fee / account holder | $688 | $13,781-95.0% | $11,614-94.1% | $11,431-94.0% |