Filed June 3, 2023 (most recent of 3 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 | $240,541 | $64,729+271.6% | $112,263+114.3% | $68,490+251.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.61% | -11.40%-8.2pp | 27.49%-47.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $19,725 | $2,746+618.3% | $3,636+442.5% | $2,597+659.6% |
| Participant deferral / active EE | $14,116 | $3,566+295.9% | $4,729+198.5% | $4,028+250.5% |
| Admin fee / account holder | $44,351 | $5,222+749.4% | $6,410+591.9% | $5,403+720.9% |