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 | $194,162 | $99,011+96.1% | $86,582+124.3% | $147,586+31.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.72% | 1312.75%-1307.0pp | 965.08%-959.4pp | 578.59%-572.9pp |
| Employer contribution / active EE | $20,586 | $3,132+557.2% | $2,839+625.0% | $4,876+322.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,677 | $5,709+17.0% | $4,904+36.1% | $10,886-38.7% |