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 | $58,258-59.7% | $81,820-71.3% | $80,925-71.0% |
| Participation rate | 85.3% | 63.5%+21.9pp | 72.4%+12.9pp | 67.7%+17.7pp |
| Annual return | 12.66% | 41.76%-29.1pp | 777.93%-765.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $261 | $2,345-88.9% | $2,915-91.1% | $2,756-90.5% |
| Participant deferral / active EE | $2,804 | $3,284-14.6% | $4,323-35.1% | $4,299-34.8% |
| Admin fee / account holder | $5,419 | $4,976+8.9% | $7,391-26.7% | $6,940-21.9% |