Filed May 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 | $175,650 | $69,977+151.0% | $108,582+61.8% | $62,881+179.3% |
| Participation rate | 94.7% | 72.9%+21.8pp | 79.6%+15.2pp | 69.3%+25.4pp |
| Annual return | 4.30% | 10.73%-6.4pp | -51.70%+56.0pp | 20.14%-15.8pp |
| Employer contribution / active EE | $8,334 | $2,135+290.4% | $3,758+121.7% | $2,281+265.4% |
| Participant deferral / active EE | $6,069 | $3,165+91.8% | $4,311+40.8% | $3,203+89.5% |
| Admin fee / account holder | $1,568 | $5,076-69.1% | $7,645-79.5% | $4,296-63.5% |