Filed January 5, 2023 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $144,399 | $86,949+66.1% | $102,460+40.9% | $80,959+78.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -7.61% | 18.89%-26.5pp | 29.47%-37.1pp | 35.67%-43.3pp |
| Employer contribution / active EE | $21,711 | $2,370+816.2% | $3,025+617.7% | $2,757+687.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,025 | $8,048-0.3% | $9,460-15.2% | $6,925+15.9% |