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 | $21,721 | $60,139-63.9% | $90,461-76.0% | $79,856-72.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.95% | 71.96%-65.0pp | 1294.76%-1287.8pp | 31.71%-24.8pp |
| Employer contribution / active EE | $5,923 | $2,069+186.3% | $3,264+81.5% | $2,471+139.7% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $316 | $3,978-92.0% | $5,617-94.4% | $5,306-94.0% |