Filed December 21, 2023 (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 | $43,994 | $82,032-46.4% | $123,104-64.3% | $59,632-26.2% |
| Participation rate | 95.5% | 83.2%+12.3pp | 86.8%+8.7pp | 68.7%+26.9pp |
| Annual return | -2.07% | 5.12%-7.2pp | 13.22%-15.3pp | 2041.32%-2043.4pp |
| Employer contribution / active EE | $2,075 | $3,297-37.0% | $5,151-59.7% | $2,203-5.8% |
| Participant deferral / active EE | $2,491 | $4,667-46.6% | $6,230-60.0% | $3,192-22.0% |
| Admin fee / account holder | $713 | $5,881-87.9% | $9,015-92.1% | $4,297-83.4% |