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 | $227,291-39.1% | $214,702-35.5% | $155,188-10.8% |
| Participation rate | 95.2% | 88.0%+7.3pp | 87.5%+7.8pp | 80.8%+14.4pp |
| Annual return | 11.21% | 60.08%-48.9pp | 54.55%-43.3pp | 148.84%-137.6pp |
| Employer contribution / active EE | $251 | $6,772-96.3% | $6,461-96.1% | $4,248-94.1% |
| Participant deferral / active EE | $7,200 | $9,582-24.9% | $9,147-21.3% | $6,531+10.2% |
| Admin fee / account holder | $6,624 | $20,413-67.5% | $19,830-66.6% | $14,480-54.3% |