Filed January 18, 2024 (most recent of 10 filings on file)
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Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,545 | $51,638-23.4% | $68,368-42.2% | $82,448-52.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 10.89% | 37.53%-26.6pp | 292.57%-281.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $6,549 | $2,047+220.0% | $2,649+147.2% | $2,551+156.7% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,236 | $4,643-30.3% | $5,150-37.2% | $7,234-55.3% |