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 | $55,141 | $125,797-56.2% | $170,057-67.6% | $75,177-26.7% |
| Participation rate | 75.5% | 83.6%-8.1pp | 87.0%-11.5pp | 67.2%+8.3pp |
| Annual return | 5.41% | 27.20%-21.8pp | 53.42%-48.0pp | 160.75%-155.3pp |
| Employer contribution / active EE | $2,517 | $4,616-45.5% | $6,790-62.9% | $2,671-5.8% |
| Participant deferral / active EE | $3,829 | $6,838-44.0% | $10,411-63.2% | $4,126-7.2% |
| Admin fee / account holder | $4,045 | $8,177-50.5% | $12,826-68.5% | $5,651-28.4% |