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 | $69,046 | $45,050+53.3% | $63,018+9.6% | $70,126-1.5% |
| Participation rate | 96.7% | 69.5%+27.2pp | 74.8%+21.9pp | 69.5%+27.2pp |
| Annual return | 9.47% | 18.76%-9.3pp | 87.62%-78.1pp | 73.15%-63.7pp |
| Employer contribution / active EE | $8,760 | $2,052+326.9% | $2,761+217.3% | $2,343+274.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,530 | $2,834-46.0% | $3,601-57.5% | $4,645-67.1% |