Filed December 16, 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 | $101,975 | $51,638+97.5% | $68,368+49.2% | $82,448+23.7% |
| Participation rate | 84.0% | 63.6%+20.4pp | 73.8%+10.2pp | 68.1%+15.9pp |
| Annual return | 11.62% | 37.53%-25.9pp | 292.57%-281.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $3,620 | $2,047+76.9% | $2,649+36.7% | $2,551+41.9% |
| Participant deferral / active EE | $7,001 | $2,914+140.3% | $4,123+69.8% | $4,139+69.1% |
| Admin fee / account holder | $16,271 | $4,643+250.4% | $5,150+216.0% | $7,234+124.9% |