Filed February 3, 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 | $132,974 | $51,638+157.5% | $68,368+94.5% | $82,448+61.3% |
| Participation rate | 97.7% | 63.6%+34.1pp | 73.8%+24.0pp | 68.1%+29.7pp |
| Annual return | 12.58% | 37.53%-24.9pp | 292.57%-280.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,909 | $2,047+91.0% | $2,649+47.6% | $2,551+53.2% |
| Participant deferral / active EE | $9,457 | $2,914+224.6% | $4,123+129.4% | $4,139+128.5% |
| Admin fee / account holder | $6,234 | $4,643+34.3% | $5,150+21.1% | $7,234-13.8% |