Filed October 3, 2022 (most recent of 3 filings on file)
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Employer 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 | $23,504 | $58,311-59.7% | $81,882-71.3% | $80,959-71.0% |
| Participation rate | 85.3% | 63.5%+21.8pp | 72.4%+12.9pp | 67.7%+17.7pp |
| Annual return | 12.66% | 41.85%-29.2pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $261 | $2,347-88.9% | $2,916-91.1% | $2,757-90.5% |
| Participant deferral / active EE | $2,804 | $3,287-14.7% | $4,323-35.1% | $4,300-34.8% |
| Admin fee / account holder | $5,419 | $4,752+14.0% | $7,360-26.4% | $6,925-21.8% |