Filed August 13, 2024 (most recent of 17 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,129 | $56,054+224.9% | $171,082+6.5% | $62,881+189.6% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | -3.34% | 22.52%-25.9pp | 32.56%-35.9pp | 20.14%-23.5pp |
| Employer contribution / active EE | $10,615 | $1,731+513.2% | $4,002+165.3% | $2,281+365.4% |
| Participant deferral / active EE | $7,527 | $3,158+138.4% | $4,797+56.9% | $3,203+135.0% |
| Admin fee / account holder | $2,113 | $3,647-42.1% | $8,520-75.2% | $4,296-50.8% |