Filed January 8, 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 | $158,100 | $115,796+36.5% | $101,264+56.1% | $158,950-0.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -2.16% | 56.15%-58.3pp | 46.48%-48.6pp | 302.91%-305.1pp |
| Employer contribution / active EE | $1,780 | $4,175-57.4% | $3,660-51.4% | $4,762-62.6% |
| Participant deferral / active EE | $17,000 | $4,958+242.9% | $4,370+289.0% | $5,983+184.2% |
| Admin fee / account holder | $36,662 | $7,247+405.9% | $5,947+516.5% | $11,248+225.9% |