Filed March 31, 2023 (most recent of 2 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 | $84,258 | $77,358+8.9% | $102,184-17.5% | $87,485-3.7% |
| Participation rate | 90.0% | 78.7%+11.3pp | 82.6%+7.4pp | 68.9%+21.1pp |
| Annual return | 12.65% | 41.11%-28.5pp | 31.58%-18.9pp | 26.06%-13.4pp |
| Employer contribution / active EE | $3,468 | $2,562+35.4% | $3,594-3.5% | $2,596+33.6% |
| Participant deferral / active EE | $5,451 | $6,753-19.3% | $8,309-34.4% | $4,274+27.6% |
| Admin fee / account holder | $21,639 | $6,809+217.8% | $11,609+86.4% | $7,775+178.3% |