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 | $109,639 | $201,372-45.6% | $184,260-40.5% | $145,884-24.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.22% | 29.04%-20.8pp | 28.84%-20.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $12,213 | $7,024+73.9% | $6,427+90.0% | $4,662+161.9% |
| Participant deferral / active EE | $13,037 | $9,808+32.9% | $9,133+42.8% | $6,690+94.9% |
| Admin fee / account holder | $60,097 | $16,362+267.3% | $13,898+332.4% | $13,392+348.8% |