Filed June 11, 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 | $11,584 | $99,011-88.3% | $86,582-86.6% | $147,586-92.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.79% | 1312.75%-1302.0pp | 965.08%-954.3pp | 578.59%-567.8pp |
| Employer contribution / active EE | $1,297 | $3,132-58.6% | $2,839-54.3% | $4,876-73.4% |
| Participant deferral / active EE | $1,876 | $3,972-52.8% | $3,609-48.0% | $5,439-65.5% |
| Admin fee / account holder | $2,740 | $5,709-52.0% | $4,904-44.1% | $10,886-74.8% |