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 | $119,249 | $48,078+148.0% | $78,676+51.6% | $62,881+89.6% |
| Participation rate | 96.6% | 65.2%+31.3pp | 73.6%+23.0pp | 69.3%+27.2pp |
| Annual return | -1.54% | 31.36%-32.9pp | 62.19%-63.7pp | 20.14%-21.7pp |
| Employer contribution / active EE | $4,664 | $2,015+131.5% | $2,850+63.7% | $2,281+104.5% |
| Participant deferral / active EE | $7,846 | $2,587+203.3% | $3,517+123.1% | $3,203+145.0% |
| Admin fee / account holder | $4,254 | $3,206+32.7% | $4,510-5.7% | $4,296-1.0% |