Filed February 28, 2023 (most recent of 2 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 | $160,405 | $81,446+96.9% | $103,374+55.2% | $80,874+98.3% |
| Participation rate | 87.8% | 66.9%+21.0pp | 74.5%+13.3pp | 67.6%+20.2pp |
| Annual return | 9.14% | 25.57%-16.4pp | 24.89%-15.7pp | 35.62%-26.5pp |
| Employer contribution / active EE | $1,588 | $3,107-48.9% | $3,869-59.0% | $2,756-42.4% |
| Participant deferral / active EE | $8,457 | $3,870+118.5% | $5,058+67.2% | $4,297+96.8% |
| Admin fee / account holder | $14,463 | $6,715+115.4% | $8,394+72.3% | $6,935+108.5% |