Filed January 30, 2024 (most recent of 2 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 | $38,788 | $100,041-61.2% | $149,718-74.1% | $70,131-44.7% |
| Participation rate | 92.8% | 83.6%+9.2pp | 87.1%+5.7pp | 69.5%+23.2pp |
| Annual return | 12.75% | 27.43%-14.7pp | 1501.67%-1488.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,308 | $3,662-64.3% | $5,445-76.0% | $2,342-44.2% |
| Participant deferral / active EE | $2,135 | $4,983-57.2% | $6,569-67.5% | $3,332-35.9% |
| Admin fee / account holder | $1,587 | $8,286-80.9% | $11,283-85.9% | $4,645-65.8% |