Filed July 31, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,140 | $100,060-67.9% | $149,721-78.5% | $70,126-54.2% |
| Participation rate | 95.3% | 83.6%+11.8pp | 87.1%+8.3pp | 69.5%+25.8pp |
| Annual return | 26.67% | 27.46%-0.8pp | 1501.67%-1475.0pp | 73.15%-46.5pp |
| Employer contribution / active EE | $1,784 | $3,661-51.3% | $5,444-67.2% | $2,343-23.9% |
| Participant deferral / active EE | $2,849 | $4,982-42.8% | $6,568-56.6% | $3,332-14.5% |
| Admin fee / account holder | $1,854 | $8,285-77.6% | $11,282-83.6% | $4,645-60.1% |