Filed January 18, 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 | $77,676 | $138,393-43.9% | $184,256-57.8% | $80,959-4.1% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.7%+25.2pp |
| Annual return | 10.41% | 20.01%-9.6pp | 28.85%-18.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $5,317 | $4,847+9.7% | $6,427-17.3% | $2,757+92.9% |
| Participant deferral / active EE | $5,735 | $7,076-19.0% | $9,133-37.2% | $4,300+33.4% |
| Admin fee / account holder | $10,924 | $10,489+4.1% | $13,899-21.4% | $6,925+57.7% |