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 | $209,336-67.9% | $197,124-65.9% | $137,256-51.1% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 10.25% | 48.09%-37.8pp | 44.34%-34.1pp | 220.34%-210.1pp |
| Employer contribution / active EE | $8,059 | $6,591+22.3% | $6,227+29.4% | $4,156+93.9% |
| Participant deferral / active EE | $9,069 | $9,614-5.7% | $9,135-0.7% | $6,407+41.5% |
| Admin fee / account holder | $74,504 | $17,308+330.5% | $16,298+357.1% | $12,270+507.2% |