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 | $78,520+7.3% | $96,576-12.8% | $82,448+2.2% |
| Participation rate | 90.0% | 77.7%+12.3pp | 81.4%+8.6pp | 68.1%+21.9pp |
| Annual return | 12.65% | 41.30%-28.7pp | 38.47%-25.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,468 | $2,630+31.9% | $3,553-2.4% | $2,551+35.9% |
| Participant deferral / active EE | $5,451 | $6,754-19.3% | $7,956-31.5% | $4,139+31.7% |
| Admin fee / account holder | $21,639 | $13,455+60.8% | $11,381+90.1% | $7,234+199.1% |