Filed June 5, 2023 (most recent of 3 filings on file)
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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 | $85,317 | $96,630-11.7% | $86,605-1.5% | $139,427-38.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.73% | 106.48%-95.7pp | 591.39%-580.7pp | 373.27%-362.5pp |
| Employer contribution / active EE | $25,487 | $3,264+680.9% | $3,023+743.1% | $4,752+436.4% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,190 | $6,405-19.0% | $5,611-7.5% | $11,404-54.5% |