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 | $51,086 | $100,060-48.9% | $149,721-65.9% | $70,126-27.2% |
| Participation rate | 74.1% | 83.6%-9.5pp | 87.1%-13.0pp | 69.5%+4.5pp |
| Annual return | 5.36% | 27.46%-22.1pp | 1501.67%-1496.3pp | 73.15%-67.8pp |
| Employer contribution / active EE | $1,651 | $3,661-54.9% | $5,444-69.7% | $2,343-29.5% |
| Participant deferral / active EE | $3,032 | $4,982-39.1% | $6,568-53.8% | $3,332-9.0% |
| Admin fee / account holder | $21,527 | $8,285+159.8% | $11,282+90.8% | $4,645+363.4% |