Filed January 23, 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 | $56,388 | $100,060-43.6% | $149,721-62.3% | $70,126-19.6% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.1%+10.2pp | 69.5%+27.7pp |
| Annual return | 2.95% | 27.46%-24.5pp | 1501.67%-1498.7pp | 73.15%-70.2pp |
| Employer contribution / active EE | $1,685 | $3,661-54.0% | $5,444-69.0% | $2,343-28.1% |
| Participant deferral / active EE | $3,099 | $4,982-37.8% | $6,568-52.8% | $3,332-7.0% |
| Admin fee / account holder | $7,864 | $8,285-5.1% | $11,282-30.3% | $4,645+69.3% |