Filed October 17, 2024 (most recent of 5 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,321 | $137,414-38.6% | $189,545-55.5% | $85,851-1.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 7.74% | 38.14%-30.4pp | 555.36%-547.6pp | 318.63%-310.9pp |
| Employer contribution / active EE | $3,371 | $4,344-22.4% | $6,162-45.3% | $2,565+31.4% |
| Participant deferral / active EE | $2,036 | $6,260-67.5% | $8,220-75.2% | $3,952-48.5% |
| Admin fee / account holder | $4,216 | $8,630-51.1% | $12,049-65.0% | $6,261-32.7% |