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 | $77,368 | $138,366-44.1% | $184,185-58.0% | $80,911-4.4% |
| Participation rate | 89.3% | 83.9%+5.4pp | 86.8%+2.5pp | 67.6%+21.6pp |
| Annual return | 7.78% | 20.02%-12.2pp | 28.81%-21.0pp | 35.63%-27.9pp |
| Employer contribution / active EE | $3,332 | $4,849-31.3% | $6,426-48.1% | $2,756+20.9% |
| Participant deferral / active EE | $4,200 | $7,074-40.6% | $9,132-54.0% | $4,297-2.3% |
| Admin fee / account holder | $4,004 | $10,484-61.8% | $13,909-71.2% | $6,935-42.3% |