Filed January 12, 2023 (most recent of 3 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 | $155,186 | $146,267+6.1% | $197,124-21.3% | $82,448+88.2% |
| Participation rate | 92.2% | 84.0%+8.2pp | 86.7%+5.5pp | 68.1%+24.1pp |
| Annual return | 12.86% | 29.61%-16.7pp | 44.34%-31.5pp | 41.64%-28.8pp |
| Employer contribution / active EE | $6,879 | $4,723+45.6% | $6,227+10.5% | $2,551+169.7% |
| Participant deferral / active EE | $5,810 | $7,035-17.4% | $9,135-36.4% | $4,139+40.4% |
| Admin fee / account holder | $8,078 | $14,422-44.0% | $16,298-50.4% | $7,234+11.7% |