Filed May 10, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,097 | $57,140+73.4% | $85,240+16.3% | $80,959+22.4% |
| Participation rate | 96.9% | 56.4%+40.5pp | 67.5%+29.3pp | 67.7%+29.2pp |
| Annual return | -22.42% | 21.71%-44.1pp | 66.75%-89.2pp | 35.67%-58.1pp |
| Employer contribution / active EE | $5,418 | $1,802+200.7% | $2,735+98.1% | $2,757+96.5% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,572 | $4,992-28.4% | $6,165-42.1% | $6,925-48.4% |