Filed September 11, 2023 (most recent of 3 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 | $110,099 | $54,353+102.6% | $82,726+33.1% | $68,498+60.7% |
| Participation rate | 86.8% | 63.9%+22.9pp | 72.6%+14.2pp | 67.9%+18.9pp |
| Annual return | -19.69% | -13.67%-6.0pp | 701.33%-721.0pp | -7.84%-11.8pp |
| Employer contribution / active EE | $4,977 | $2,218+124.4% | $3,009+65.4% | $2,596+91.7% |
| Participant deferral / active EE | $5,763 | $3,246+77.5% | $4,394+31.1% | $4,027+43.1% |
| Admin fee / account holder | $6,288 | $4,396+43.0% | $5,328+18.0% | $5,403+16.4% |