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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,388 | $223,823-38.2% | $211,142-34.5% | $154,746-10.6% |
| Participation rate | 95.2% | 87.9%+7.4pp | 87.3%+7.9pp | 80.7%+14.5pp |
| Annual return | 11.21% | 50.39%-39.2pp | 46.84%-35.6pp | 172.34%-161.1pp |
| Employer contribution / active EE | $251 | $6,787-96.3% | $6,442-96.1% | $4,379-94.3% |
| Participant deferral / active EE | $7,200 | $9,750-26.2% | $9,284-22.4% | $6,730+7.0% |
| Admin fee / account holder | $6,624 | $19,707-66.4% | $19,076-65.3% | $14,365-53.9% |