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 | $61,125+117.5% | $94,057+41.4% | $87,485+52.0% |
| Participation rate | 97.7% | 64.1%+33.7pp | 73.3%+24.4pp | 68.9%+28.8pp |
| Annual return | 12.58% | 35.20%-22.6pp | 480.62%-468.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $3,909 | $2,136+83.0% | $2,933+33.3% | $2,596+50.6% |
| Participant deferral / active EE | $9,457 | $3,260+190.1% | $4,709+100.8% | $4,274+121.3% |
| Admin fee / account holder | $6,234 | $5,629+10.8% | $7,244-13.9% | $7,775-19.8% |