Filed November 30, 2023 (most recent of 3 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 | $103,020 | $146,267-29.6% | $197,124-47.7% | $82,448+25.0% |
| Participation rate | 95.4% | 84.0%+11.4pp | 86.7%+8.7pp | 68.1%+27.3pp |
| Annual return | 12.39% | 29.61%-17.2pp | 44.34%-32.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $7,952 | $4,723+68.4% | $6,227+27.7% | $2,551+211.7% |
| Participant deferral / active EE | $6,167 | $7,035-12.3% | $9,135-32.5% | $4,139+49.0% |
| Admin fee / account holder | $23,226 | $14,422+61.0% | $16,298+42.5% | $7,234+221.0% |