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 | $86,736 | $79,961+8.5% | $98,462-11.9% | $75,177+15.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 12.24% | 19.75%-7.5pp | 21.17%-8.9pp | 160.75%-148.5pp |
| Employer contribution / active EE | $5,304 | $2,264+134.3% | $3,049+74.0% | $2,671+98.6% |
| Participant deferral / active EE | $12,375 | $3,753+229.8% | $4,738+161.2% | $4,126+199.9% |
| Admin fee / account holder | $3,216 | $6,842-53.0% | $8,875-63.8% | $5,651-43.1% |