Filed January 22, 2024 (most recent of 2 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 | $74,098 | $110,083-32.7% | $151,645-51.1% | $68,490+8.2% |
| Participation rate | 87.9% | 84.0%+3.9pp | 87.5%+0.4pp | 67.9%+20.0pp |
| Annual return | -23.62% | -10.12%-13.5pp | 3.34%-27.0pp | -7.85%-15.8pp |
| Employer contribution / active EE | $2,118 | $4,470-52.6% | $6,165-65.6% | $2,597-18.4% |
| Participant deferral / active EE | $8,564 | $6,526+31.2% | $8,363+2.4% | $4,028+112.6% |
| Admin fee / account holder | $2,362 | $7,718-69.4% | $11,614-79.7% | $5,403-56.3% |