Filed October 6, 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 | $63,934 | $39,132+63.4% | $57,196+11.8% | $62,881+1.7% |
| Participation rate | 98.1% | 70.5%+27.6pp | 75.3%+22.7pp | 69.3%+28.8pp |
| Annual return | 0.56% | 9.24%-8.7pp | 14.59%-14.0pp | 20.14%-19.6pp |
| Employer contribution / active EE | $9,070 | $1,874+384.0% | $2,683+238.0% | $2,281+297.6% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,556 | $2,594-40.0% | $3,141-50.5% | $4,296-63.8% |