Filed February 15, 2023 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,366 | $142,972-27.0% | $214,702-51.4% | $86,983+20.0% |
| Participation rate | 90.0% | 84.9%+5.1pp | 87.5%+2.5pp | 69.5%+20.5pp |
| Annual return | 12.65% | 18.49%-5.8pp | 54.55%-41.9pp | 25.83%-13.2pp |
| Employer contribution / active EE | $3,926 | $4,635-15.3% | $6,461-39.2% | $2,584+51.9% |
| Participant deferral / active EE | $2,121 | $6,568-67.7% | $9,147-76.8% | $4,194-49.4% |
| Admin fee / account holder | $6,038 | $17,617-65.7% | $19,830-69.6% | $7,856-23.1% |