Filed December 30, 2022 (most recent of 2 filings on file)
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Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,580 | $58,523+53.1% | $99,475-9.9% | $72,975+22.8% |
| Participation rate | 98.7% | 64.6%+34.1pp | 73.8%+24.9pp | 69.5%+29.2pp |
| Annual return | 5.77% | 28.51%-22.7pp | 30.72%-25.0pp | 81.01%-75.2pp |
| Employer contribution / active EE | $9,761 | $1,512+545.6% | $2,540+284.3% | $2,440+300.0% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,850 | $4,102+91.4% | $6,252+25.6% | $5,124+53.2% |