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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,344 | $44,714+193.7% | $91,225+44.0% | $66,938+96.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.2%+26.8pp | 69.8%+30.2pp |
| Annual return | 38.44% | -12.25%+50.7pp | 114.12%-75.7pp | 1.58%+36.9pp |
| Employer contribution / active EE | $6,291 | $1,710+267.8% | $2,851+120.7% | $2,545+147.2% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,233-100.0% | $4,238-100.0% |
| Admin fee / account holder | $3,458 | $521+563.6% | $5,422-36.2% | $594+482.6% |