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 | $89,105 | $60,139+48.2% | $90,461-1.5% | $79,856+11.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 3.65% | 71.96%-68.3pp | 1294.76%-1291.1pp | 31.71%-28.1pp |
| Employer contribution / active EE | $4,322 | $2,069+108.9% | $3,264+32.4% | $2,471+74.9% |
| Participant deferral / active EE | $9,334 | $2,939+217.6% | $3,964+135.4% | $3,741+149.5% |
| Admin fee / account holder | $10,377 | $3,978+160.8% | $5,617+84.7% | $5,306+95.5% |