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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,284 | $100,060-1.8% | $149,721-34.4% | $70,126+40.2% |
| Participation rate | 84.9% | 83.6%+1.3pp | 87.1%-2.2pp | 69.5%+15.4pp |
| Annual return | 10.47% | 27.46%-17.0pp | 1501.67%-1491.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $1,043 | $3,661-71.5% | $5,444-80.8% | $2,343-55.5% |
| Participant deferral / active EE | $2,599 | $4,982-47.8% | $6,568-60.4% | $3,332-22.0% |
| Admin fee / account holder | $6,205 | $8,285-25.1% | $11,282-45.0% | $4,645+33.6% |