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 | $80,502 | $123,793-35.0% | $177,840-54.7% | $79,852+0.8% |
| Participation rate | 80.4% | 84.7%-4.2pp | 87.7%-7.3pp | 69.6%+10.8pp |
| Annual return | 30.88% | 22.82%+8.1pp | 48.32%-17.4pp | 31.72%-0.8pp |
| Employer contribution / active EE | $1,060 | $4,095-74.1% | $5,919-82.1% | $2,471-57.1% |
| Participant deferral / active EE | $4,743 | $5,956-20.4% | $7,714-38.5% | $3,740+26.8% |
| Admin fee / account holder | $3,845 | $7,243-46.9% | $12,431-69.1% | $5,306-27.5% |