Filed February 15, 2023 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,988 | $138,393-61.7% | $184,256-71.2% | $80,959-34.5% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.9pp | 67.7%+22.0pp |
| Annual return | 10.62% | 20.01%-9.4pp | 28.85%-18.2pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,497 | $4,847-48.5% | $6,427-61.2% | $2,757-9.4% |
| Participant deferral / active EE | $2,294 | $7,076-67.6% | $9,133-74.9% | $4,300-46.6% |
| Admin fee / account holder | $2,205 | $10,489-79.0% | $13,899-84.1% | $6,925-68.2% |