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 | $89,515+59.8% | $103,486+38.2% | $80,935+76.7% |
| Participation rate | 83.9% | 76.0%+7.9pp | 80.5%+3.4pp | 67.7%+16.2pp |
| Annual return | 7.76% | 22.82%-15.1pp | 23.93%-16.2pp | 35.66%-27.9pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $4,679-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $540 | $5,463-90.1% | $6,628-91.9% | $4,299-87.4% |
| Admin fee / account holder | $17,726 | $6,527+171.6% | $9,354+89.5% | $6,924+156.0% |