Filed February 22, 2023 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,152 | $45,152+6.6% | $73,835-34.8% | $59,633-19.3% |
| Participation rate | 88.6% | 64.0%+24.6pp | 73.4%+15.1pp | 68.7%+19.9pp |
| Annual return | 0.64% | 27.40%-26.8pp | 2268.13%-2267.5pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $2 | $1,901-99.9% | $2,788-99.9% | $2,203-99.9% |
| Participant deferral / active EE | $4,876 | $2,573+89.5% | $3,583+36.1% | $3,192+52.8% |
| Admin fee / account holder | $3,111 | $3,515-11.5% | $4,880-36.2% | $4,297-27.6% |