Filed June 8, 2023 (most recent of 4 filings on file)
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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 | $56,408 | $138,393-59.2% | $184,256-69.4% | $80,959-30.3% |
| Participation rate | 78.3% | 83.9%-5.6pp | 86.8%-8.6pp | 67.7%+10.6pp |
| Annual return | 6.79% | 20.01%-13.2pp | 28.85%-22.1pp | 35.67%-28.9pp |
| Employer contribution / active EE | $2,961 | $4,847-38.9% | $6,427-53.9% | $2,757+7.4% |
| Participant deferral / active EE | $4,396 | $7,076-37.9% | $9,133-51.9% | $4,300+2.2% |
| Admin fee / account holder | $11,612 | $10,489+10.7% | $13,899-16.5% | $6,925+67.7% |