Filed July 23, 2024 (most recent of 2 filings on file)
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Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,863 | $82,028+1.0% | $123,105-32.7% | $59,633+39.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.54% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $925 | $3,297-71.9% | $5,151-82.0% | $2,203-58.0% |
| Participant deferral / active EE | $2,756 | $4,667-40.9% | $6,229-55.8% | $3,192-13.6% |
| Admin fee / account holder | $2,264 | $5,879-61.5% | $9,014-74.9% | $4,297-47.3% |