Filed April 21, 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 | $135,652 | $154,228-12.0% | $145,433-6.7% | $137,256-1.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.89% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $9,494 | $4,804+97.6% | $4,554+108.5% | $4,156+128.4% |
| Participant deferral / active EE | $8,383 | $8,216+2.0% | $7,897+6.1% | $6,407+30.8% |
| Admin fee / account holder | $11,835 | $14,344-17.5% | $13,129-9.9% | $12,270-3.5% |