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 | $52,174 | $109,359-52.3% | $162,185-67.8% | $72,976-28.5% |
| Participation rate | 91.3% | 84.3%+7.1pp | 87.6%+3.8pp | 69.5%+21.8pp |
| Annual return | -0.04% | 25.46%-25.5pp | 115.61%-115.6pp | 81.02%-81.1pp |
| Employer contribution / active EE | $1,819 | $3,907-53.5% | $5,613-67.6% | $2,440-25.5% |
| Participant deferral / active EE | $3,018 | $5,481-44.9% | $7,297-58.6% | $3,608-16.3% |
| Admin fee / account holder | $1,997 | $7,972-74.9% | $10,844-81.6% | $5,124-61.0% |