Filed February 28, 2023 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $464,257 | $81,504+469.6% | $102,437+353.2% | $80,959+473.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 3.52% | 25.60%-22.1pp | 24.95%-21.4pp | 35.67%-32.1pp |
| Employer contribution / active EE | $28,716 | $3,104+825.3% | $3,871+641.9% | $2,757+941.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $32,998 | $6,719+391.1% | $8,388+293.4% | $6,925+376.5% |