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 | $145,431-29.2% | $211,142-51.2% | $87,485+17.8% |
| Participation rate | 95.4% | 84.7%+10.6pp | 87.3%+8.1pp | 68.9%+26.5pp |
| Annual return | 12.39% | 27.21%-14.8pp | 46.84%-34.4pp | 26.06%-13.7pp |
| Employer contribution / active EE | $7,952 | $4,662+70.6% | $6,442+23.4% | $2,596+206.3% |
| Participant deferral / active EE | $6,167 | $6,859-10.1% | $9,284-33.6% | $4,274+44.3% |
| Admin fee / account holder | $23,226 | $17,052+36.2% | $19,076+21.8% | $7,775+198.7% |