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 | $118,805 | $95,453+24.5% | $112,040+6.0% | $82,448+44.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -12.12% | 23.92%-36.0pp | 24.52%-36.6pp | 41.64%-53.8pp |
| Employer contribution / active EE | $18,057 | $2,318+679.1% | $2,954+511.3% | $2,551+607.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,712 | $9,013+52.1% | $12,098+13.3% | $7,234+89.5% |