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 | $73,908 | $125,797-41.2% | $170,028-56.5% | $75,181-1.7% |
| Participation rate | 93.2% | 83.6%+9.6pp | 87.0%+6.2pp | 67.2%+26.0pp |
| Annual return | 12.80% | 27.20%-14.4pp | 53.39%-40.6pp | 160.69%-147.9pp |
| Employer contribution / active EE | $2,901 | $4,616-37.1% | $6,788-57.3% | $2,671+8.6% |
| Participant deferral / active EE | $3,790 | $6,838-44.6% | $10,409-63.6% | $4,126-8.1% |
| Admin fee / account holder | $762 | $8,177-90.7% | $12,820-94.1% | $5,650-86.5% |