Filed January 5, 2024 (most recent of 3 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 | $53,954 | $87,834-38.6% | $133,975-59.7% | $62,881-14.2% |
| Participation rate | 79.2% | 83.4%-4.1pp | 87.1%-7.8pp | 69.3%+9.9pp |
| Annual return | 6.56% | 12.05%-5.5pp | 29.29%-22.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $923 | $3,482-73.5% | $5,211-82.3% | $2,281-59.5% |
| Participant deferral / active EE | $3,240 | $4,812-32.7% | $6,282-48.4% | $3,203+1.2% |
| Admin fee / account holder | $2,024 | $5,372-62.3% | $9,324-78.3% | $4,296-52.9% |