Filed July 19, 2022 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,562 | $82,028-32.3% | $123,105-54.9% | $59,633-6.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.87% | 5.12%-8.0pp | 13.22%-16.1pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $1,333 | $3,297-59.6% | $5,151-74.1% | $2,203-39.5% |
| Participant deferral / active EE | $1,569 | $4,667-66.4% | $6,229-74.8% | $3,192-50.8% |
| Admin fee / account holder | $944 | $5,879-83.9% | $9,014-89.5% | $4,297-78.0% |