Filed February 28, 2024 (most recent of 3 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,151 | $77,896-88.3% | $134,172-93.2% | $82,448-88.9% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 113.85% | 18.21%+95.6pp | 25.30%+88.5pp | 41.64%+72.2pp |
| Employer contribution / active EE | $2,356 | $2,159+9.1% | $3,420-31.1% | $2,551-7.6% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $689 | $6,336-89.1% | $12,016-94.3% | $7,234-90.5% |