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 | $67,745 | $201,372-66.4% | $184,260-63.2% | $145,884-53.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.81% | 29.04%-24.2pp | 28.84%-24.0pp | 551.85%-547.0pp |
| Employer contribution / active EE | $6,659 | $7,024-5.2% | $6,427+3.6% | $4,662+42.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,950 | $16,362-69.7% | $13,898-64.4% | $13,392-63.0% |