Filed August 10, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,135 | $94,529+27.1% | $140,019-14.2% | $64,173+87.2% |
| Participation rate | 96.8% | 84.1%+12.7pp | 87.5%+9.3pp | 69.6%+27.2pp |
| Annual return | 4.74% | 7.77%-3.0pp | 651.15%-646.4pp | 7.63%-2.9pp |
| Employer contribution / active EE | $4,920 | $3,812+29.1% | $5,605-12.2% | $2,381+106.7% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,837 | $6,741-72.7% | $10,705-82.8% | $4,887-62.4% |