Filed May 7, 2024 (most recent of 2 filings on file)
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Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,388 | $212,386-34.8% | $199,883-30.8% | $138,895-0.4% |
| Participation rate | 95.2% | 87.4%+7.9pp | 86.8%+8.5pp | 79.9%+15.3pp |
| Annual return | 11.21% | 47.75%-36.5pp | 43.81%-32.6pp | 145.39%-134.2pp |
| Employer contribution / active EE | $251 | $6,625-96.2% | $6,261-96.0% | $4,194-94.0% |
| Participant deferral / active EE | $7,200 | $9,617-25.1% | $9,138-21.2% | $6,396+12.6% |
| Admin fee / account holder | $6,624 | $18,233-63.7% | $17,268-61.6% | $12,562-47.3% |