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 | $128,073 | $49,891+156.7% | $80,607+58.9% | $75,181+70.4% |
| Participation rate | 98.3% | 55.3%+43.0pp | 67.0%+31.3pp | 67.2%+31.1pp |
| Annual return | -9.26% | 34.67%-43.9pp | 936.11%-945.4pp | 160.69%-169.9pp |
| Employer contribution / active EE | $5,978 | $1,698+252.0% | $2,724+119.4% | $2,671+123.9% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,448-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,087 | $3,578-13.7% | $5,379-42.6% | $5,650-45.4% |