Filed February 22, 2024 (most recent of 3 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,761 | $56,197-15.0% | $67,652-29.4% | $59,633-19.9% |
| Participation rate | 89.9% | 71.5%+18.4pp | 75.7%+14.2pp | 68.7%+21.2pp |
| Annual return | -2.91% | 18508.10%-18511.0pp | 6625.40%-6628.3pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $400 | $1,615-75.2% | $2,266-82.4% | $2,203-81.9% |
| Participant deferral / active EE | $2,517 | $2,844-11.5% | $3,560-29.3% | $3,192-21.1% |
| Admin fee / account holder | $1,490 | $3,958-62.3% | $4,821-69.1% | $4,297-65.3% |