Filed June 5, 2023 (most recent of 3 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 | $232,242 | $84,685+174.2% | $73,836+214.5% | $125,389+85.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.21% | 3123.80%-3123.6pp | 2268.06%-2267.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $20,921 | $3,123+569.8% | $2,787+650.5% | $4,866+329.9% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $153,517 | $5,694+2596.1% | $4,882+3044.6% | $9,541+1509.0% |