Filed September 11, 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 | $190,639 | $57,312+232.6% | $86,617+120.1% | $75,181+153.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.51% | 2672.78%-2659.3pp | 591.91%-578.4pp | 160.69%-147.2pp |
| Employer contribution / active EE | $18,581 | $2,315+702.5% | $3,023+514.6% | $2,671+595.8% |
| Participant deferral / active EE | $7,436 | $3,319+124.1% | $4,437+67.6% | $4,126+80.2% |
| Admin fee / account holder | $2,591 | $4,114-37.0% | $5,613-53.8% | $5,650-54.1% |