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 | $185,312+23.5% | $161,489+41.7% | $154,746+47.8% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 9.74% | 103.84%-94.1pp | 89.72%-80.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $4,491 | $4,769-5.8% | $4,268+5.2% | $4,379+2.6% |
| Participant deferral / active EE | $8,825 | $6,350+39.0% | $5,630+56.7% | $6,730+31.1% |
| Admin fee / account holder | $49,869 | $18,654+167.3% | $16,006+211.6% | $14,365+247.1% |