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 | $87,571 | $185,905-52.9% | $170,057-48.5% | $139,487-37.2% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 15.07% | 60.56%-45.5pp | 53.42%-38.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $3,943 | $7,597-48.1% | $6,790-41.9% | $4,755-17.1% |
| Participant deferral / active EE | $2,667 | $11,627-77.1% | $10,411-74.4% | $6,713-60.3% |
| Admin fee / account holder | $2,304 | $15,397-85.0% | $12,826-82.0% | $11,407-79.8% |