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 | $145,431-28.2% | $211,142-50.6% | $87,485+19.3% |
| Participation rate | 90.0% | 84.7%+5.3pp | 87.3%+2.7pp | 68.9%+21.1pp |
| Annual return | 12.65% | 27.21%-14.6pp | 46.84%-34.2pp | 26.06%-13.4pp |
| Employer contribution / active EE | $3,926 | $4,662-15.8% | $6,442-39.1% | $2,596+51.2% |
| Participant deferral / active EE | $2,121 | $6,859-69.1% | $9,284-77.2% | $4,274-50.4% |
| Admin fee / account holder | $6,038 | $17,052-64.6% | $19,076-68.3% | $7,775-22.3% |