Filed August 10, 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 | $154,502 | $91,559+68.7% | $133,971+15.3% | $79,852+93.5% |
| Participation rate | 73.0% | 73.3%-0.4pp | 79.8%-6.9pp | 69.6%+3.3pp |
| Annual return | 9.80% | 61.85%-52.1pp | 45.09%-35.3pp | 31.72%-21.9pp |
| Employer contribution / active EE | $4,163 | $2,384+74.6% | $3,919+6.2% | $2,471+68.5% |
| Participant deferral / active EE | $7,092 | $3,734+89.9% | $5,047+40.5% | $3,740+89.6% |
| Admin fee / account holder | $4,821 | $6,321-23.7% | $8,929-46.0% | $5,306-9.2% |