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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,403 | $71,873+110.7% | $86,698+74.6% | $68,490+121.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 53.11% | 3.54%+49.6pp | 35.96%+17.1pp | -7.85%+61.0pp |
| Employer contribution / active EE | $11,261 | $2,173+418.2% | $2,837+297.0% | $2,597+333.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,684 | $6,110+25.8% | $7,492+2.6% | $5,403+42.2% |