Filed November 2, 2023 (most recent of 4 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 | $43,598 | $138,393-68.5% | $184,256-76.3% | $80,959-46.1% |
| Participation rate | 81.5% | 83.9%-2.4pp | 86.8%-5.3pp | 67.7%+13.8pp |
| Annual return | 9.75% | 20.01%-10.3pp | 28.85%-19.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $2,522 | $4,847-48.0% | $6,427-60.8% | $2,757-8.5% |
| Participant deferral / active EE | $4,049 | $7,076-42.8% | $9,133-55.7% | $4,300-5.8% |
| Admin fee / account holder | $14,982 | $10,489+42.8% | $13,899+7.8% | $6,925+116.3% |