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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,919 | $45,872+189.8% | $77,096+72.4% | $68,486+94.1% |
| Participation rate | 96.4% | 55.9%+40.5pp | 67.9%+28.5pp | 67.9%+28.5pp |
| Annual return | -11.94% | 1.73%-13.7pp | 42.35%-54.3pp | -7.85%-4.1pp |
| Employer contribution / active EE | $6,236 | $1,650+278.0% | $2,814+121.6% | $2,597+140.2% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,018 | $3,041-0.8% | $5,428-44.4% | $5,404-44.1% |