Filed May 29, 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 | $49,626 | $109,359-54.6% | $162,185-69.4% | $72,976-32.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 16.32% | 25.46%-9.1pp | 115.61%-99.3pp | 81.02%-64.7pp |
| Employer contribution / active EE | $4,771 | $3,907+22.1% | $5,613-15.0% | $2,440+95.5% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,784 | $7,972-52.5% | $10,844-65.1% | $5,124-26.2% |