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 | $198,066 | $81,208+143.9% | $98,920+100.2% | $79,856+148.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 0.23% | 60.99%-60.8pp | 196.47%-196.2pp | 31.71%-31.5pp |
| Employer contribution / active EE | $40,717 | $1,960+1977.7% | $2,689+1414.0% | $2,471+1547.6% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $29,518 | $6,013+390.9% | $6,643+344.4% | $5,306+456.3% |