Filed June 23, 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 | $84,431 | $63,703+32.5% | $93,063-9.3% | $82,448+2.4% |
| Participation rate | 80.0% | 63.8%+16.2pp | 72.1%+7.9pp | 68.1%+11.9pp |
| Annual return | 12.94% | -775.43%+788.4pp | 34.15%-21.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $427 | $1,729-75.3% | $2,476-82.8% | $2,551-83.3% |
| Participant deferral / active EE | $4,715 | $2,919+61.5% | $3,958+19.1% | $4,139+13.9% |
| Admin fee / account holder | $3,889 | $5,982-35.0% | $6,033-35.5% | $7,234-46.2% |