Filed May 23, 2024 (most recent of 4 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,137 | $162,829-44.0% | $133,982-32.0% | $158,988-42.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 11.68% | 41.95%-30.3pp | 45.10%-33.4pp | 303.00%-291.3pp |
| Employer contribution / active EE | $3,343 | $4,976-32.8% | $3,919-14.7% | $4,763-29.8% |
| Participant deferral / active EE | $1,712 | $5,911-71.0% | $5,047-66.1% | $5,983-71.4% |
| Admin fee / account holder | $555 | $11,742-95.3% | $8,930-93.8% | $11,252-95.1% |