Filed May 9, 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 | $34,462 | $110,137-68.7% | $161,149-78.6% | $82,637-58.3% |
| Participation rate | 96.7% | 72.4%+24.4pp | 78.8%+17.9pp | 68.1%+28.7pp |
| Annual return | -13.52% | 20.69%-34.2pp | 21.16%-34.7pp | 53.51%-67.0pp |
| Employer contribution / active EE | $15,389 | $2,856+438.8% | $4,360+252.9% | $2,552+503.0% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,004 | $9,467-36.6% | $15,194-60.5% | $7,339-18.2% |