Filed June 20, 2024 (most recent of 3 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 | $44,780 | $138,393-67.6% | $184,256-75.7% | $80,959-44.7% |
| Participation rate | 78.1% | 83.9%-5.8pp | 86.8%-8.7pp | 67.7%+10.5pp |
| Annual return | 10.09% | 20.01%-9.9pp | 28.85%-18.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $3,029 | $4,847-37.5% | $6,427-52.9% | $2,757+9.9% |
| Participant deferral / active EE | $5,352 | $7,076-24.4% | $9,133-41.4% | $4,300+24.5% |
| Admin fee / account holder | $14,052 | $10,489+34.0% | $13,899+1.1% | $6,925+102.9% |