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 | $111,335-3.0% | $214,702-49.7% | $65,306+65.4% |
| Participation rate | 73.9% | 77.5%-3.5pp | 87.5%-13.5pp | 57.7%+16.3pp |
| Annual return | 9.99% | 22.64%-12.6pp | 54.55%-44.6pp | 21.94%-11.9pp |
| Employer contribution / active EE | $2,515 | $3,806-33.9% | $6,461-61.1% | $1,967+27.8% |
| Participant deferral / active EE | $3,901 | $5,927-34.2% | $9,147-57.4% | $2,959+31.8% |
| Admin fee / account holder | $3,343 | $5,028-33.5% | $19,830-83.1% | $3,480-3.9% |