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 | $53,080 | $94,529-43.8% | $140,019-62.1% | $64,173-17.3% |
| Participation rate | 78.6% | 84.1%-5.5pp | 87.5%-8.9pp | 69.6%+9.0pp |
| Annual return | -11.17% | 7.77%-18.9pp | 651.17%-662.3pp | 7.63%-18.8pp |
| Employer contribution / active EE | $1,615 | $3,812-57.6% | $5,605-71.2% | $2,381-32.2% |
| Participant deferral / active EE | $2,928 | $5,250-44.2% | $6,927-57.7% | $3,470-15.6% |
| Admin fee / account holder | $3,005 | $6,741-55.4% | $10,705-71.9% | $4,887-38.5% |