Filed November 15, 2022 (most recent of 3 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 | $113,440 | $184,000-38.3% | $162,185-30.1% | $152,909-25.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.61% | 150.80%-139.2pp | 115.61%-104.0pp | 345.46%-333.9pp |
| Employer contribution / active EE | $4,217 | $6,370-33.8% | $5,613-24.9% | $4,764-11.5% |
| Participant deferral / active EE | $3,506 | $8,033-56.4% | $7,297-52.0% | $5,851-40.1% |
| Admin fee / account holder | $1,776 | $13,124-86.5% | $10,844-83.6% | $11,601-84.7% |