Filed February 26, 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 | $170,194 | $53,128+220.3% | $86,582+96.6% | $70,126+142.7% |
| Participation rate | 90.9% | 65.3%+25.6pp | 73.5%+17.4pp | 69.5%+21.4pp |
| Annual return | 9.27% | 27.66%-18.4pp | 965.08%-955.8pp | 73.15%-63.9pp |
| Employer contribution / active EE | $6,766 | $2,068+227.2% | $2,839+138.3% | $2,343+188.8% |
| Participant deferral / active EE | $6,410 | $2,695+137.8% | $3,609+77.6% | $3,332+92.4% |
| Admin fee / account holder | $7,363 | $3,584+105.4% | $4,904+50.1% | $4,645+58.5% |