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 | $76,407+97.2% | $150,298+0.2% | $82,448+82.7% |
| Participation rate | 97.6% | 66.4%+31.2pp | 77.8%+19.9pp | 68.1%+29.6pp |
| Annual return | 18.16% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,024 | $3,214+243.0% | $5,453+102.2% | $4,139+166.3% |
| Admin fee / account holder | $23,333 | $6,352+267.3% | $14,116+65.3% | $7,234+222.5% |