Filed January 4, 2023 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $143,051 | $89,532+59.8% | $103,447+38.3% | $80,925+76.8% |
| Participation rate | 83.9% | 76.0%+7.9pp | 80.5%+3.4pp | 67.7%+16.3pp |
| Annual return | 7.76% | 22.80%-15.0pp | 23.92%-16.2pp | 35.65%-27.9pp |
| Employer contribution / active EE | $0 | $4,023-100.0% | $4,678-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $540 | $5,459-90.1% | $6,624-91.9% | $4,299-87.4% |
| Admin fee / account holder | $17,726 | $6,774+161.7% | $9,415+88.3% | $6,940+155.4% |