Filed July 27, 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 | $158,015 | $69,012+129.0% | $160,037-1.3% | $68,490+130.7% |
| Participation rate | 95.7% | 65.4%+30.3pp | 78.0%+17.8pp | 67.9%+27.8pp |
| Annual return | -19.45% | -9.65%-9.8pp | 408.95%-428.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $7,515 | $2,212+239.7% | $4,226+77.8% | $2,597+189.4% |
| Participant deferral / active EE | $9,722 | $4,212+130.8% | $6,184+57.2% | $4,028+141.4% |
| Admin fee / account holder | $12,901 | $4,798+168.9% | $8,716+48.0% | $5,403+138.8% |