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 | $75,429 | $87,733-14.0% | $106,554-29.2% | $85,851-12.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 9.76% | 21.86%-12.1pp | 26.80%-17.0pp | 318.63%-308.9pp |
| Employer contribution / active EE | $3,484 | $2,073+68.0% | $2,819+23.6% | $2,565+35.8% |
| Participant deferral / active EE | $10,630 | $3,469+206.4% | $4,398+141.7% | $3,952+169.0% |
| Admin fee / account holder | $5,717 | $6,767-15.5% | $7,408-22.8% | $6,261-8.7% |