Filed May 7, 2024 (most recent of 2 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 | $73,470 | $94,529-22.3% | $140,019-47.5% | $64,173+14.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 87.5%+1.4pp | 69.6%+19.3pp |
| Annual return | -8.39% | 7.77%-16.2pp | 651.17%-659.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,351 | $3,812-38.3% | $5,605-58.1% | $2,381-1.2% |
| Participant deferral / active EE | $3,587 | $5,250-31.7% | $6,927-48.2% | $3,470+3.4% |
| Admin fee / account holder | $1,877 | $6,741-72.2% | $10,705-82.5% | $4,887-61.6% |