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 | $215,180 | $63,346+239.7% | $92,240+133.3% | $70,126+206.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 28.82% | 530.19%-501.4pp | 176.29%-147.5pp | 73.15%-44.3pp |
| Employer contribution / active EE | $7,544 | $2,471+205.3% | $3,680+105.0% | $2,343+222.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,515 | $3,841+304.0% | $5,194+198.7% | $4,645+234.0% |