Filed June 25, 2024 (most recent of 2 filings on file)
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Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,526 | $70,667-41.2% | $123,105-66.3% | $52,331-20.6% |
| Participation rate | 84.5% | 83.7%+0.7pp | 86.8%-2.3pp | 68.1%+16.4pp |
| Annual return | 0.53% | 6.23%-5.7pp | 13.22%-12.7pp | 4.54%-4.0pp |
| Employer contribution / active EE | $833 | $2,946-71.7% | $5,151-83.8% | $1,882-55.7% |
| Participant deferral / active EE | $3,689 | $4,493-17.9% | $6,229-40.8% | $3,022+22.1% |
| Admin fee / account holder | $3,880 | $506+666.0% | $9,014-57.0% | $592+555.9% |