Filed August 10, 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 | $81,067 | $82,028-1.2% | $123,105-34.1% | $59,633+35.9% |
| Participation rate | 98.2% | 83.2%+15.0pp | 86.8%+11.4pp | 68.7%+29.5pp |
| Annual return | -2.71% | 5.12%-7.8pp | 13.22%-15.9pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $8,351 | $3,297+153.3% | $5,151+62.1% | $2,203+279.1% |
| Participant deferral / active EE | $11,871 | $4,667+154.4% | $6,229+90.6% | $3,192+271.9% |
| Admin fee / account holder | $3,661 | $5,879-37.7% | $9,014-59.4% | $4,297-14.8% |