Filed November 28, 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 | $168,034 | $75,963+121.2% | $97,995+71.5% | $70,126+139.6% |
| Participation rate | 85.2% | 77.0%+8.2pp | 82.4%+2.8pp | 69.5%+15.6pp |
| Annual return | 12.44% | 19.26%-6.8pp | 23.94%-11.5pp | 73.15%-60.7pp |
| Employer contribution / active EE | $12,629 | $3,278+285.2% | $4,158+203.7% | $2,343+439.1% |
| Participant deferral / active EE | $3,602 | $4,053-11.1% | $5,097-29.3% | $3,332+8.1% |
| Admin fee / account holder | $42,967 | $5,407+694.7% | $5,943+622.9% | $4,645+824.9% |