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 | $133,635 | $125,797+6.2% | $170,057-21.4% | $75,177+77.8% |
| Participation rate | 86.7% | 83.6%+3.1pp | 87.0%-0.3pp | 67.2%+19.5pp |
| Annual return | -5.53% | 27.20%-32.7pp | 53.42%-58.9pp | 160.75%-166.3pp |
| Employer contribution / active EE | $1,897 | $4,616-58.9% | $6,790-72.1% | $2,671-29.0% |
| Participant deferral / active EE | $6,234 | $6,838-8.8% | $10,411-40.1% | $4,126+51.1% |
| Admin fee / account holder | $24,533 | $8,177+200.0% | $12,826+91.3% | $5,651+334.1% |