Filed April 17, 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 | $232,257 | $109,905+111.3% | $98,506+135.8% | $167,553+38.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 9.05% | 1960.20%-1951.1pp | 1494.92%-1485.9pp | 478.89%-469.8pp |
| Employer contribution / active EE | $8,555 | $3,226+165.2% | $2,961+188.9% | $4,840+76.8% |
| Participant deferral / active EE | $14,829 | $4,674+217.3% | $4,277+246.7% | $6,343+133.8% |
| Admin fee / account holder | $47,929 | $6,760+609.0% | $5,955+704.9% | $12,316+289.2% |