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 | $248,834 | $103,038+141.5% | $90,324+175.5% | $152,909+62.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.87% | 95.25%-81.4pp | 78.15%-64.3pp | 345.46%-331.6pp |
| Employer contribution / active EE | $20,878 | $3,141+564.8% | $2,856+631.1% | $4,764+338.3% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,230 | $6,177-80.1% | $5,356-77.0% | $11,601-89.4% |