Filed March 29, 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 | $98,712 | $48,078+105.3% | $78,676+25.5% | $62,881+57.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -8.97% | 31.36%-40.3pp | 62.19%-71.2pp | 20.14%-29.1pp |
| Employer contribution / active EE | $7,124 | $2,015+253.6% | $2,850+150.0% | $2,281+212.3% |
| Participant deferral / active EE | $5,945 | $2,587+129.8% | $3,517+69.0% | $3,203+85.6% |
| Admin fee / account holder | $15,629 | $3,206+387.5% | $4,510+246.5% | $4,296+263.8% |