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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,545 | $69,590-43.2% | $136,867-71.1% | $94,015-57.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 10.89% | 19.62%-8.7pp | 42.97%-32.1pp | 17.84%-7.0pp |
| Employer contribution / active EE | $6,549 | $2,396+173.3% | $3,547+84.6% | $2,790+134.7% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,236 | $8,912-63.7% | $10,340-68.7% | $8,951-63.8% |