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 | $81,446+209.9% | $103,374+144.1% | $80,874+212.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 390.89% | 25.57%+365.3pp | 24.89%+366.0pp | 35.62%+355.3pp |
| Employer contribution / active EE | $19,161 | $3,107+516.7% | $3,869+395.2% | $2,756+595.3% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,698 | $6,715-30.0% | $8,394-44.0% | $6,935-32.3% |