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 | $77,814+93.6% | $158,223-4.8% | $86,983+73.2% |
| Participation rate | 97.6% | 68.4%+29.2pp | 79.2%+18.4pp | 69.5%+28.1pp |
| Annual return | 18.16% | 30.54%-12.4pp | 52.09%-33.9pp | 25.83%-7.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,024 | $3,270+237.2% | $5,467+101.6% | $4,194+162.9% |
| Admin fee / account holder | $23,333 | $5,879+296.9% | $16,047+45.4% | $7,856+197.0% |