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 | $16,087 | $110,093-85.4% | $97,295-83.5% | $145,897-89.0% |
| Participation rate | 95.5% | 75.9%+19.5pp | 72.7%+22.8pp | 80.3%+15.1pp |
| Annual return | -119.85% | 244.76%-364.6pp | 75.62%-195.5pp | 552.29%-672.1pp |
| Employer contribution / active EE | $22,050 | $3,077+616.6% | $2,723+709.8% | $4,663+372.9% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,602 | $6,212+183.3% | $5,646+211.7% | $13,390+31.5% |