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 | $81,487+96.8% | $102,412+56.6% | $80,935+98.2% |
| Participation rate | 87.8% | 66.8%+21.0pp | 74.5%+13.3pp | 67.7%+20.2pp |
| Annual return | 9.14% | 25.60%-16.5pp | 24.94%-15.8pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,588 | $3,103-48.8% | $3,870-59.0% | $2,757-42.4% |
| Participant deferral / active EE | $8,457 | $3,871+118.5% | $5,060+67.1% | $4,299+96.7% |
| Admin fee / account holder | $14,463 | $6,717+115.3% | $8,388+72.4% | $6,924+108.9% |