Filed July 12, 2023 (most recent of 2 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 | $150,648 | $78,690+91.4% | $161,489-6.7% | $87,485+72.2% |
| Participation rate | 97.6% | 67.5%+30.2pp | 78.7%+18.9pp | 68.9%+28.7pp |
| Annual return | 18.16% | 32.74%-14.6pp | 89.72%-71.6pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,024 | $3,311+233.0% | $5,630+95.8% | $4,274+158.0% |
| Admin fee / account holder | $23,333 | $6,724+247.0% | $16,006+45.8% | $7,775+200.1% |