Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
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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 | $76,452 | $184,014-58.5% | $161,149-52.6% | $138,895-45.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.51% | 21.52%-6.0pp | 21.16%-5.6pp | 145.39%-129.9pp |
| Employer contribution / active EE | $811 | $5,055-84.0% | $4,360-81.4% | $4,194-80.7% |
| Participant deferral / active EE | $2,308 | $6,909-66.6% | $6,153-62.5% | $6,396-63.9% |
| Admin fee / account holder | $602 | $18,027-96.7% | $15,194-96.0% | $12,562-95.2% |