Filed December 21, 2022 (most recent of 4 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 | $75,994 | $100,041-24.0% | $149,718-49.2% | $70,131+8.4% |
| Participation rate | 98.6% | 83.6%+15.0pp | 87.1%+11.5pp | 69.5%+29.0pp |
| Annual return | 12.67% | 27.43%-14.8pp | 1501.70%-1489.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $4,275 | $3,662+16.7% | $5,444-21.5% | $2,342+82.5% |
| Participant deferral / active EE | $4,173 | $4,983-16.2% | $6,568-36.5% | $3,332+25.3% |
| Admin fee / account holder | $9,016 | $8,286+8.8% | $11,283-20.1% | $4,645+94.1% |