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 | $181,146 | $67,411+168.7% | $91,004+99.1% | $70,126+158.3% |
| Participation rate | 93.5% | 71.4%+22.2pp | 75.6%+17.9pp | 69.5%+24.0pp |
| Annual return | 2.54% | -40.16%+42.7pp | 4.60%-2.1pp | 73.15%-70.6pp |
| Employer contribution / active EE | $14,387 | $1,786+705.5% | $2,456+485.8% | $2,343+514.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,462 | $4,236+76.2% | $5,417+37.7% | $4,645+60.6% |