Filed January 24, 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 | $39,133 | $100,911-61.2% | $90,440-56.7% | $158,966-75.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.75% | 1726.62%-1710.9pp | 1294.38%-1278.6pp | 302.95%-287.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,283 | $4,348+67.5% | $3,964+83.7% | $5,983+21.7% |
| Admin fee / account holder | $972 | $6,507-85.1% | $5,615-82.7% | $11,250-91.4% |