Filed April 18, 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 | $44,412 | $209,874-78.8% | $189,537-76.6% | $167,536-73.5% |
| Participation rate | 86.4% | 88.7%-2.3pp | 87.8%-1.4pp | 82.1%+4.3pp |
| Annual return | 7.51% | 748.61%-741.1pp | 555.34%-547.8pp | 478.82%-471.3pp |
| Employer contribution / active EE | $3,789 | $6,913-45.2% | $6,161-38.5% | $4,839-21.7% |
| Participant deferral / active EE | $4,048 | $8,934-54.7% | $8,220-50.8% | $6,342-36.2% |
| Admin fee / account holder | $4,852 | $14,299-66.1% | $12,048-59.7% | $12,315-60.6% |