Filed January 18, 2024 (most recent of 10 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,087 | $49,177-77.5% | $79,467-86.0% | $64,173-82.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 6.88% | -1.16%+8.0pp | 718.30%-711.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $6,594 | $2,076+217.6% | $2,800+135.5% | $2,381+177.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $892 | $3,839-76.8% | $5,104-82.5% | $4,887-81.8% |