Filed April 28, 2023 (most recent of 2 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 | $161,084 | $78,707+104.7% | $117,861+36.7% | $70,126+129.7% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 3.28% | 23.30%-20.0pp | 335.11%-331.8pp | 73.15%-69.9pp |
| Employer contribution / active EE | $3,411 | $2,223+53.4% | $3,786-9.9% | $2,343+45.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,039 | $5,066-79.5% | $8,021-87.0% | $4,645-77.6% |