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 | $107,642 | $201,372-46.5% | $184,260-41.6% | $145,884-26.2% |
| Participation rate | 77.3% | 87.5%-10.2pp | 86.8%-9.6pp | 80.3%-3.0pp |
| Annual return | 11.00% | 29.04%-18.0pp | 28.84%-17.8pp | 551.85%-540.9pp |
| Employer contribution / active EE | $3,404 | $7,024-51.5% | $6,427-47.0% | $4,662-27.0% |
| Participant deferral / active EE | $2,921 | $9,808-70.2% | $9,133-68.0% | $6,690-56.3% |
| Admin fee / account holder | $6,943 | $16,362-57.6% | $13,898-50.0% | $13,392-48.2% |