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 | $275,752-49.8% | $256,809-46.1% | $198,609-30.3% |
| Participation rate | 95.2% | 89.2%+6.1pp | 88.5%+6.7pp | 82.4%+12.9pp |
| Annual return | 11.21% | 34.81%-23.6pp | 32.73%-21.5pp | 202.70%-191.5pp |
| Employer contribution / active EE | $251 | $7,721-96.7% | $7,263-96.5% | $5,055-95.0% |
| Participant deferral / active EE | $7,200 | $10,037-28.3% | $9,520-24.4% | $6,977+3.2% |
| Admin fee / account holder | $6,624 | $25,716-74.2% | $25,146-73.7% | $19,030-65.2% |