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 | $179,573 | $76,367+135.1% | $93,614+91.8% | $72,983+146.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 14.08% | 25.82%-11.7pp | 32.76%-18.7pp | 81.01%-66.9pp |
| Employer contribution / active EE | $16,697 | $2,275+633.8% | $2,718+514.2% | $2,440+584.3% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13,225 | $6,838+93.4% | $7,889+67.6% | $5,124+158.1% |