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 | $98,031 | $209,874-53.3% | $189,537-48.3% | $167,536-41.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.33% | 748.61%-741.3pp | 555.34%-548.0pp | 478.82%-471.5pp |
| Employer contribution / active EE | $5,651 | $6,913-18.3% | $6,161-8.3% | $4,839+16.8% |
| Participant deferral / active EE | $3,944 | $8,934-55.9% | $8,220-52.0% | $6,342-37.8% |
| Admin fee / account holder | $28,440 | $14,299+98.9% | $12,048+136.1% | $12,315+130.9% |