Filed February 27, 2024 (most recent of 3 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 | $110,505 | $209,336-47.2% | $197,124-43.9% | $137,256-19.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 11.49% | 48.09%-36.6pp | 44.34%-32.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $8,844 | $6,591+34.2% | $6,227+42.0% | $4,156+112.8% |
| Participant deferral / active EE | $7,199 | $9,614-25.1% | $9,135-21.2% | $6,407+12.4% |
| Admin fee / account holder | $8,506 | $17,308-50.9% | $16,298-47.8% | $12,270-30.7% |