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 | $115,889 | $123,793-6.4% | $177,840-34.8% | $79,852+45.1% |
| Participation rate | 98.0% | 84.7%+13.4pp | 87.7%+10.3pp | 69.6%+28.4pp |
| Annual return | 4.95% | 22.82%-17.9pp | 48.32%-43.4pp | 31.72%-26.8pp |
| Employer contribution / active EE | $1,894 | $4,095-53.8% | $5,919-68.0% | $2,471-23.4% |
| Participant deferral / active EE | $2,860 | $5,956-52.0% | $7,714-62.9% | $3,740-23.5% |
| Admin fee / account holder | $2,165 | $7,243-70.1% | $12,431-82.6% | $5,306-59.2% |