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 | $92,657 | $123,793-25.2% | $177,848-47.9% | $79,856+16.0% |
| Participation rate | 93.8% | 84.7%+9.1pp | 87.7%+6.0pp | 69.6%+24.1pp |
| Annual return | -7.90% | 22.82%-30.7pp | 48.33%-56.2pp | 31.71%-39.6pp |
| Employer contribution / active EE | $1,473 | $4,095-64.0% | $5,919-75.1% | $2,471-40.4% |
| Participant deferral / active EE | $4,941 | $5,956-17.0% | $7,714-35.9% | $3,741+32.1% |
| Admin fee / account holder | $4,959 | $7,243-31.5% | $12,431-60.1% | $5,306-6.5% |