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 | $47,378 | $109,359-56.7% | $162,185-70.8% | $72,976-35.1% |
| Participation rate | 81.8% | 84.3%-2.4pp | 87.6%-5.7pp | 69.5%+12.3pp |
| Annual return | 15.77% | 25.46%-9.7pp | 115.61%-99.8pp | 81.02%-65.2pp |
| Employer contribution / active EE | $1,482 | $3,907-62.1% | $5,613-73.6% | $2,440-39.3% |
| Participant deferral / active EE | $3,311 | $5,481-39.6% | $7,297-54.6% | $3,608-8.2% |
| Admin fee / account holder | $552 | $7,972-93.1% | $10,844-94.9% | $5,124-89.2% |