Filed November 18, 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 | $163,233 | $176,838-7.7% | $146,685+11.3% | $167,518-2.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -28.22% | 24.04%-52.3pp | 22.75%-51.0pp | 478.71%-506.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $13,922 | $6,441+116.2% | $5,507+152.8% | $6,342+119.5% |
| Admin fee / account holder | $10,540 | $13,262-20.5% | $10,281+2.5% | $12,312-14.4% |