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 | $98,537 | $109,359-9.9% | $162,166-39.2% | $72,986+35.0% |
| Participation rate | 85.7% | 84.3%+1.5pp | 87.6%-1.8pp | 69.5%+16.2pp |
| Annual return | 5.55% | 25.46%-19.9pp | 115.59%-110.0pp | 81.01%-75.5pp |
| Employer contribution / active EE | $1,294 | $3,907-66.9% | $5,614-77.0% | $2,440-47.0% |
| Participant deferral / active EE | $4,043 | $5,481-26.2% | $7,298-44.6% | $3,607+12.1% |
| Admin fee / account holder | $4,283 | $7,972-46.3% | $10,842-60.5% | $5,124-16.4% |