Filed March 25, 2023 (most recent of 2 filings on file)
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Participant 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,383 | $81,504+209.7% | $102,437+146.4% | $80,959+211.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 390.89% | 25.60%+365.3pp | 24.95%+365.9pp | 35.67%+355.2pp |
| Employer contribution / active EE | $19,161 | $3,104+517.4% | $3,871+395.0% | $2,757+594.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,698 | $6,719-30.1% | $8,388-44.0% | $6,925-32.2% |