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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,073 | $54,763-67.0% | $90,324-80.0% | $72,976-75.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 5.71% | 30.63%-24.9pp | 78.15%-72.4pp | 81.02%-75.3pp |
| Employer contribution / active EE | $6,798 | $2,093+224.8% | $2,856+138.0% | $2,440+178.6% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $782 | $3,973-80.3% | $5,356-85.4% | $5,124-84.7% |