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 | $79,575 | $77,472+2.7% | $100,415-20.8% | $80,959-1.7% |
| Participation rate | 96.6% | 76.9%+19.6pp | 81.5%+15.0pp | 67.7%+28.9pp |
| Annual return | 10.50% | 37.26%-26.8pp | 49.47%-39.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $3,357 | $2,800+19.9% | $3,943-14.9% | $2,757+21.8% |
| Participant deferral / active EE | $5,040 | $6,818-26.1% | $8,091-37.7% | $4,300+17.2% |
| Admin fee / account holder | $7,001 | $5,885+19.0% | $7,906-11.5% | $6,925+1.1% |