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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $405,612 | $78,670+415.6% | $109,173+271.5% | $85,847+372.5% |
| Participation rate | 98.6% | 68.3%+30.3pp | 75.9%+22.7pp | 69.3%+29.2pp |
| Annual return | 17.03% | 25.09%-8.1pp | 25.75%-8.7pp | 318.61%-301.6pp |
| Employer contribution / active EE | $25,641 | $2,734+837.9% | $3,723+588.8% | $2,565+899.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $24,977 | $5,469+356.7% | $6,755+269.8% | $6,261+299.0% |