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 | $142,972+9.2% | $214,702-27.3% | $86,983+79.5% |
| Participation rate | 87.9% | 84.9%+3.0pp | 87.5%+0.4pp | 69.5%+18.3pp |
| Annual return | 5.79% | 18.49%-12.7pp | 54.55%-48.8pp | 25.83%-20.0pp |
| Employer contribution / active EE | $1,998 | $4,635-56.9% | $6,461-69.1% | $2,584-22.7% |
| Participant deferral / active EE | $6,950 | $6,568+5.8% | $9,147-24.0% | $4,194+65.7% |
| Admin fee / account holder | $11,708 | $17,617-33.5% | $19,830-41.0% | $7,856+49.0% |