Filed June 5, 2023 (most recent of 3 filings on file)
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Employer 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 | $162,488 | $84,685+91.9% | $73,836+120.1% | $125,389+29.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.67% | 3123.80%-3123.1pp | 2268.06%-2267.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $15,000 | $3,993+275.7% | $3,583+318.6% | $5,352+180.3% |
| Admin fee / account holder | $233,829 | $5,694+4006.6% | $4,882+4689.7% | $9,541+2350.8% |