Filed July 23, 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 | $107,377 | $109,359-1.8% | $162,177-33.8% | $72,975+47.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 12.69% | 25.46%-12.8pp | 115.60%-102.9pp | 81.01%-68.3pp |
| Employer contribution / active EE | $2,740 | $3,907-29.9% | $5,613-51.2% | $2,440+12.3% |
| Participant deferral / active EE | $2,730 | $5,481-50.2% | $7,297-62.6% | $3,608-24.3% |
| Admin fee / account holder | $3,757 | $7,972-52.9% | $10,843-65.4% | $5,124-26.7% |