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 | $142,972-27.9% | $214,702-52.0% | $86,983+18.4% |
| Participation rate | 95.4% | 84.9%+10.5pp | 87.5%+7.9pp | 69.5%+25.8pp |
| Annual return | 12.39% | 18.49%-6.1pp | 54.55%-42.2pp | 25.83%-13.4pp |
| Employer contribution / active EE | $7,952 | $4,635+71.6% | $6,461+23.1% | $2,584+207.7% |
| Participant deferral / active EE | $6,167 | $6,568-6.1% | $9,147-32.6% | $4,194+47.0% |
| Admin fee / account holder | $23,226 | $17,617+31.8% | $19,830+17.1% | $7,856+195.6% |