Filed January 5, 2023 (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 | $93,965 | $56,197+67.2% | $67,652+38.9% | $59,633+57.6% |
| Participation rate | 78.0% | 71.5%+6.5pp | 75.7%+2.3pp | 68.7%+9.3pp |
| Annual return | -4.56% | 18508.10%-18512.7pp | 6625.40%-6630.0pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $2,539 | $1,615+57.3% | $2,266+12.1% | $2,203+15.3% |
| Participant deferral / active EE | $5,944 | $2,844+109.0% | $3,560+67.0% | $3,192+86.2% |
| Admin fee / account holder | $4,525 | $3,958+14.3% | $4,821-6.1% | $4,297+5.3% |