Filed June 29, 2023 (most recent of 4 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 | $53,262 | $87,834-39.4% | $133,975-60.2% | $62,881-15.3% |
| Participation rate | 85.6% | 83.4%+2.2pp | 87.1%-1.5pp | 69.3%+16.3pp |
| Annual return | 2.93% | 12.05%-9.1pp | 29.29%-26.4pp | 20.14%-17.2pp |
| Employer contribution / active EE | $3,118 | $3,482-10.5% | $5,211-40.2% | $2,281+36.7% |
| Participant deferral / active EE | $4,049 | $4,812-15.8% | $6,282-35.5% | $3,203+26.4% |
| Admin fee / account holder | $4,353 | $5,372-19.0% | $9,324-53.3% | $4,296+1.3% |