Filed January 10, 2023 (most recent of 4 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 | $38,098 | $82,028-53.6% | $123,105-69.1% | $59,633-36.1% |
| Participation rate | 93.5% | 83.2%+10.3pp | 86.8%+6.8pp | 68.7%+24.9pp |
| Annual return | -4.38% | 5.12%-9.5pp | 13.22%-17.6pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $2,233 | $3,297-32.3% | $5,151-56.6% | $2,203+1.4% |
| Participant deferral / active EE | $2,453 | $4,667-47.4% | $6,229-60.6% | $3,192-23.2% |
| Admin fee / account holder | $3,354 | $5,879-42.9% | $9,014-62.8% | $4,297-21.9% |