Filed July 1, 2022 (most recent of 2 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 | $156,175 | $149,446+4.5% | $256,809-39.2% | $94,015+66.1% |
| Participation rate | 87.9% | 85.3%+2.6pp | 88.5%-0.7pp | 70.8%+17.1pp |
| Annual return | 5.79% | 17.55%-11.8pp | 32.73%-26.9pp | 17.84%-12.1pp |
| Employer contribution / active EE | $1,998 | $4,596-56.5% | $7,263-72.5% | $2,790-28.4% |
| Participant deferral / active EE | $6,950 | $6,491+7.1% | $9,520-27.0% | $4,249+63.6% |
| Admin fee / account holder | $11,708 | $24,035-51.3% | $25,146-53.4% | $8,951+30.8% |