Filed July 13, 2023 (most recent of 3 filings on file)
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,146 | $223,823-70.0% | $211,142-68.2% | $154,746-56.6% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 10.25% | 50.39%-40.1pp | 46.84%-36.6pp | 172.34%-162.1pp |
| Employer contribution / active EE | $8,059 | $6,787+18.7% | $6,442+25.1% | $4,379+84.0% |
| Participant deferral / active EE | $9,069 | $9,750-7.0% | $9,284-2.3% | $6,730+34.7% |
| Admin fee / account holder | $74,504 | $19,707+278.1% | $19,076+290.6% | $14,365+418.6% |