Filed April 12, 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 | $56,496 | $34,316+64.6% | $74,722-24.4% | $72,975-22.6% |
| Participation rate | 88.7% | 42.4%+46.3pp | 54.5%+34.2pp | 69.5%+19.2pp |
| Annual return | 15.20% | 26.58%-11.4pp | 753.11%-737.9pp | 81.01%-65.8pp |
| Employer contribution / active EE | $1,132 | $692+63.6% | $1,084+4.4% | $2,440-53.6% |
| Participant deferral / active EE | $5,288 | $1,272+315.9% | $1,963+169.4% | $3,608+46.6% |
| Admin fee / account holder | $5,857 | $2,125+175.7% | $3,335+75.6% | $5,124+14.3% |