Filed July 14, 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,184 | $94,833+18.3% | $75,714+48.2% | $86,821+29.2% |
| Participation rate | 94.1% | 79.1%+15.0pp | 74.8%+19.2pp | 72.3%+21.8pp |
| Annual return | 11.88% | 16.91%-5.0pp | 104.62%-92.7pp | 97.94%-86.1pp |
| Employer contribution / active EE | $3,412 | $2,904+17.5% | $2,744+24.4% | $2,406+41.8% |
| Participant deferral / active EE | $5,543 | $3,632+52.6% | $3,820+45.1% | $4,132+34.2% |
| Admin fee / account holder | $309 | $109+184.5% | $3,619-91.5% | $170+82.2% |