Filed July 25, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,347 | $58,241+7.0% | $81,780-23.8% | $80,911-22.9% |
| Participation rate | 96.2% | 63.4%+32.7pp | 72.4%+23.8pp | 67.6%+28.5pp |
| Annual return | 9.18% | 41.73%-32.5pp | 776.27%-767.1pp | 35.63%-26.4pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,994 | $4,973-59.9% | $7,384-73.0% | $6,935-71.3% |