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 | $68,909 | $100,060-31.1% | $149,721-54.0% | $70,126-1.7% |
| Participation rate | 95.3% | 83.6%+11.8pp | 87.1%+8.3pp | 69.5%+25.8pp |
| Annual return | 14.61% | 27.46%-12.9pp | 1501.67%-1487.1pp | 73.15%-58.5pp |
| Employer contribution / active EE | $973 | $3,661-73.4% | $5,444-82.1% | $2,343-58.5% |
| Participant deferral / active EE | $3,748 | $4,982-24.8% | $6,568-42.9% | $3,332+12.5% |
| Admin fee / account holder | $3,276 | $8,285-60.5% | $11,282-71.0% | $4,645-29.5% |