Filed January 30, 2024 (most recent of 2 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 | $108,029 | $117,746-8.3% | $256,809-57.9% | $69,733+54.9% |
| Participation rate | 73.9% | 77.1%-3.1pp | 88.5%-14.6pp | 62.5%+11.5pp |
| Annual return | 9.99% | 18.13%-8.1pp | 32.73%-22.7pp | 15.22%-5.2pp |
| Employer contribution / active EE | $2,515 | $4,123-39.0% | $7,263-65.4% | $2,250+11.8% |
| Participant deferral / active EE | $3,901 | $5,632-30.7% | $9,520-59.0% | $3,054+27.7% |
| Admin fee / account holder | $3,343 | $4,334-22.9% | $25,146-86.7% | $3,102+7.8% |