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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,046 | $90,486+24.9% | $78,676+43.7% | $273,972-58.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.92% | 75.62%-74.7pp | 62.19%-61.3pp | 41.46%-40.5pp |
| Employer contribution / active EE | $18,325 | $3,175+477.2% | $2,850+543.0% | $4,869+276.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $59,106 | $5,263+1023.0% | $4,510+1210.5% | $10,133+483.3% |