Filed June 4, 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 | $179,464 | $58,828+205.1% | $78,002+130.1% | $62,881+185.4% |
| Participation rate | 96.6% | 71.1%+25.5pp | 75.5%+21.0pp | 69.3%+27.2pp |
| Annual return | -3.78% | 17.16%-20.9pp | 425.99%-429.8pp | 20.14%-23.9pp |
| Employer contribution / active EE | $19,538 | $1,672+1068.8% | $2,470+690.9% | $2,281+756.6% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,595 | $4,393+186.7% | $5,481+129.8% | $4,296+193.2% |