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 | $406,323 | $73,988+449.2% | $96,538+320.9% | $75,177+440.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.20% | 26.73%-16.5pp | 35.74%-25.5pp | 160.75%-150.5pp |
| Employer contribution / active EE | $27,050 | $2,930+823.1% | $3,740+623.2% | $2,671+912.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19,696 | $5,220+277.4% | $6,737+192.3% | $5,651+248.5% |