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 | $76,038 | $87,834-13.4% | $133,975-43.2% | $62,881+20.9% |
| Participation rate | 96.9% | 83.4%+13.5pp | 87.1%+9.8pp | 69.3%+27.6pp |
| Annual return | -0.30% | 12.05%-12.4pp | 29.29%-29.6pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,183 | $3,482-66.0% | $5,211-77.3% | $2,281-48.1% |
| Participant deferral / active EE | $3,559 | $4,812-26.0% | $6,282-43.3% | $3,203+11.1% |
| Admin fee / account holder | $394 | $5,372-92.7% | $9,324-95.8% | $4,296-90.8% |