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 | $106,741 | $109,359-2.4% | $162,185-34.2% | $72,976+46.3% |
| Participation rate | 88.9% | 84.3%+4.6pp | 87.6%+1.3pp | 69.5%+19.4pp |
| Annual return | 16.17% | 25.46%-9.3pp | 115.61%-99.4pp | 81.02%-64.9pp |
| Employer contribution / active EE | $5,604 | $3,907+43.4% | $5,613-0.2% | $2,440+129.7% |
| Participant deferral / active EE | $4,038 | $5,481-26.3% | $7,297-44.7% | $3,608+11.9% |
| Admin fee / account holder | $8,833 | $7,972+10.8% | $10,844-18.5% | $5,124+72.4% |