Filed October 11, 2024 (most recent of 2 filings on file)
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Employer 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 | $119,188 | $146,267-18.5% | $197,124-39.5% | $82,448+44.6% |
| Participation rate | 84.9% | 84.0%+0.9pp | 86.7%-1.8pp | 68.1%+16.8pp |
| Annual return | 15.88% | 29.61%-13.7pp | 44.34%-28.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,542 | $4,723-67.3% | $6,227-75.2% | $2,551-39.5% |
| Participant deferral / active EE | $5,947 | $7,035-15.5% | $9,135-34.9% | $4,139+43.7% |
| Admin fee / account holder | $11,446 | $14,422-20.6% | $16,298-29.8% | $7,234+58.2% |