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 | $110,039-85.4% | $97,260-83.5% | $145,884-89.0% |
| Participation rate | 95.5% | 75.9%+19.5pp | 72.7%+22.8pp | 80.3%+15.2pp |
| Annual return | -119.85% | 244.44%-364.3pp | 75.54%-195.4pp | 551.85%-671.7pp |
| Employer contribution / active EE | $22,050 | $3,074+617.3% | $2,721+710.3% | $4,662+372.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,602 | $6,204+183.7% | $5,640+212.1% | $13,392+31.4% |