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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,104 | $137,414-60.6% | $189,545-71.5% | $85,851-37.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 19.21% | 38.14%-18.9pp | 555.36%-536.1pp | 318.63%-299.4pp |
| Employer contribution / active EE | $3,394 | $4,344-21.9% | $6,162-44.9% | $2,565+32.3% |
| Participant deferral / active EE | $2,684 | $6,260-57.1% | $8,220-67.4% | $3,952-32.1% |
| Admin fee / account holder | $3,978 | $8,630-53.9% | $12,049-67.0% | $6,261-36.5% |