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 | $191,947 | $91,559+109.6% | $133,978+43.3% | $79,856+140.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -14.92% | 61.85%-76.8pp | 45.10%-60.0pp | 31.71%-46.6pp |
| Employer contribution / active EE | $3,119 | $2,384+30.9% | $3,919-20.4% | $2,471+26.2% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,202 | $6,321-81.0% | $8,930-86.5% | $5,306-77.3% |