Filed December 30, 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 | $69,048 | $49,025+40.8% | $87,502-21.1% | $62,881+9.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | -4.89% | 10.02%-14.9pp | 12.21%-17.1pp | 20.14%-25.0pp |
| Employer contribution / active EE | $2,657 | $1,372+93.7% | $2,550+4.2% | $2,281+16.5% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,263 | $4,065-68.9% | $4,221-70.1% | $4,296-70.6% |