Filed June 24, 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 | $208,005 | $94,031+121.2% | $115,768+79.7% | $82,448+152.3% |
| Participation rate | 80.6% | 70.4%+10.2pp | 74.4%+6.3pp | 68.1%+12.6pp |
| Annual return | 11.13% | 20.61%-9.5pp | 100.46%-89.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $966 | $2,323-58.4% | $2,940-67.1% | $2,551-62.1% |
| Participant deferral / active EE | $9,269 | $3,972+133.4% | $4,917+88.5% | $4,139+123.9% |
| Admin fee / account holder | $58,032 | $10,249+466.2% | $12,439+366.5% | $7,234+702.2% |