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 | $61,125-35.3% | $94,057-58.0% | $87,485-54.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 10.89% | 35.20%-24.3pp | 480.62%-469.7pp | 26.06%-15.2pp |
| Employer contribution / active EE | $6,549 | $2,136+206.5% | $2,933+123.3% | $2,596+152.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,236 | $5,629-42.5% | $7,244-55.3% | $7,775-58.4% |