Filed March 6, 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 | $228,772 | $172,111+32.9% | $150,298+52.2% | $137,256+66.7% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 9.74% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $4,491 | $4,636-3.1% | $4,154+8.1% | $4,156+8.1% |
| Participant deferral / active EE | $8,825 | $6,166+43.1% | $5,453+61.8% | $6,407+37.7% |
| Admin fee / account holder | $49,869 | $16,471+202.8% | $14,116+253.3% | $12,270+306.4% |