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 | $142,495 | $80,992+75.9% | $96,534+47.6% | $75,173+89.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -9.80% | 27.05%-36.9pp | 25.88%-35.7pp | 160.72%-170.5pp |
| Employer contribution / active EE | $15,633 | $2,283+584.9% | $2,965+427.2% | $2,671+485.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,960 | $6,717+63.2% | $8,253+32.8% | $5,651+94.0% |