Filed September 11, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,307 | $109,863-54.2% | $98,477-48.9% | $167,518-70.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.89% | 1958.09%-1949.2pp | 1493.59%-1484.7pp | 478.71%-469.8pp |
| Employer contribution / active EE | $3,161 | $3,225-2.0% | $2,961+6.8% | $4,838-34.7% |
| Participant deferral / active EE | $10,121 | $4,673+116.6% | $4,276+136.7% | $6,342+59.6% |
| Admin fee / account holder | $12,160 | $6,755+80.0% | $5,951+104.3% | $12,312-1.2% |