Filed November 18, 2024 (most recent of 2 filings on file)
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Participant 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 | $22,840 | $166,020-86.2% | $164,866-86.1% | $145,959-84.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -168.90% | 100.08%-269.0pp | 69.97%-238.9pp | 561.95%-730.9pp |
| Employer contribution / active EE | $42,022 | $5,275+696.7% | $4,343+867.7% | $4,661+801.6% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,476 | $16,644-79.1% | $12,689-72.6% | $13,398-74.1% |