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 | $156,398-13.3% | $147,318-7.9% | $138,895-2.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.89% | 78.75%-66.9pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $9,494 | $4,853+95.6% | $4,593+106.7% | $4,194+126.4% |
| Participant deferral / active EE | $8,383 | $8,237+1.8% | $7,906+6.0% | $6,396+31.1% |
| Admin fee / account holder | $11,835 | $14,976-21.0% | $13,708-13.7% | $12,562-5.8% |