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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,102 | $56,894+214.8% | $84,753+111.3% | $62,881+184.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 23.38% | 6.30%+17.1pp | 22.78%+0.6pp | 20.14%+3.2pp |
| Employer contribution / active EE | $8,252 | $2,400+243.9% | $3,574+130.9% | $2,281+261.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $18,866 | $3,581+426.8% | $5,333+253.7% | $4,296+339.2% |