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 | $145,431+7.4% | $211,142-26.0% | $87,485+78.5% |
| Participation rate | 87.9% | 84.7%+3.1pp | 87.3%+0.6pp | 68.9%+18.9pp |
| Annual return | 5.79% | 27.21%-21.4pp | 46.84%-41.0pp | 26.06%-20.3pp |
| Employer contribution / active EE | $1,998 | $4,662-57.1% | $6,442-69.0% | $2,596-23.0% |
| Participant deferral / active EE | $6,950 | $6,859+1.3% | $9,284-25.1% | $4,274+62.6% |
| Admin fee / account holder | $11,708 | $17,052-31.3% | $19,076-38.6% | $7,775+50.6% |