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 | $46,030 | $74,089-37.9% | $133,975-65.6% | $55,167-16.6% |
| Participation rate | 86.7% | 84.3%+2.4pp | 87.1%-0.4pp | 69.0%+17.7pp |
| Annual return | 10.17% | 12.11%-1.9pp | 29.29%-19.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $838 | $3,064-72.6% | $5,211-83.9% | $1,963-57.3% |
| Participant deferral / active EE | $3,772 | $4,678-19.4% | $6,282-40.0% | $3,054+23.5% |
| Admin fee / account holder | $2,378 | $458+419.1% | $9,324-74.5% | $504+372.0% |