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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,366 | $146,267-28.6% | $197,124-47.1% | $82,448+26.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 86.7%+3.3pp | 68.1%+21.9pp |
| Annual return | 12.65% | 29.61%-17.0pp | 44.34%-31.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,926 | $4,723-16.9% | $6,227-37.0% | $2,551+53.9% |
| Participant deferral / active EE | $2,121 | $7,035-69.8% | $9,135-76.8% | $4,139-48.7% |
| Admin fee / account holder | $6,038 | $14,422-58.1% | $16,298-63.0% | $7,234-16.5% |