Filed July 25, 2023 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,253 | $57,330-76.9% | $86,656-84.7% | $75,177-82.4% |
| Participation rate | 98.8% | 63.2%+35.6pp | 71.7%+27.1pp | 67.2%+31.6pp |
| Annual return | 18.64% | 2675.40%-2656.8pp | 593.09%-574.5pp | 160.75%-142.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,733 | $3,320+12.4% | $4,439-15.9% | $4,126-9.5% |
| Admin fee / account holder | $525 | $4,115-87.2% | $5,619-90.7% | $5,651-90.7% |