Filed April 20, 2023 (most recent of 3 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 | $45,744 | $137,414-66.7% | $189,520-75.9% | $85,856-46.7% |
| Participation rate | 83.3% | 84.6%-1.3pp | 87.8%-4.5pp | 69.3%+14.0pp |
| Annual return | 15.10% | 38.14%-23.0pp | 555.25%-540.1pp | 318.58%-303.5pp |
| Employer contribution / active EE | $1,375 | $4,344-68.4% | $6,161-77.7% | $2,565-46.4% |
| Participant deferral / active EE | $2,639 | $6,260-57.8% | $8,220-67.9% | $3,952-33.2% |
| Admin fee / account holder | $5,015 | $8,630-41.9% | $12,046-58.4% | $6,261-19.9% |