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 | $57,057+73.7% | $85,009+16.6% | $80,874+22.5% |
| Participation rate | 96.9% | 56.4%+40.5pp | 67.5%+29.4pp | 67.6%+29.2pp |
| Annual return | -22.42% | 21.66%-44.1pp | 66.47%-88.9pp | 35.62%-58.0pp |
| Employer contribution / active EE | $5,418 | $1,799+201.2% | $2,728+98.6% | $2,756+96.6% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,572 | $4,986-28.4% | $6,153-41.9% | $6,935-48.5% |