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 | $146,267+6.8% | $197,124-20.8% | $82,448+89.4% |
| Participation rate | 87.9% | 84.0%+3.9pp | 86.7%+1.2pp | 68.1%+19.8pp |
| Annual return | 5.79% | 29.61%-23.8pp | 44.34%-38.6pp | 41.64%-35.8pp |
| Employer contribution / active EE | $1,998 | $4,723-57.7% | $6,227-67.9% | $2,551-21.7% |
| Participant deferral / active EE | $6,950 | $7,035-1.2% | $9,135-23.9% | $4,139+67.9% |
| Admin fee / account holder | $11,708 | $14,422-18.8% | $16,298-28.2% | $7,234+61.8% |