Filed July 7, 2022 (most recent of 4 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 | $44,844 | $87,834-48.9% | $133,975-66.5% | $62,881-28.7% |
| Participation rate | 88.6% | 83.4%+5.3pp | 87.1%+1.6pp | 69.3%+19.3pp |
| Annual return | 5.40% | 12.05%-6.7pp | 29.29%-23.9pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,750 | $3,482-49.7% | $5,211-66.4% | $2,281-23.3% |
| Participant deferral / active EE | $2,266 | $4,812-52.9% | $6,282-63.9% | $3,203-29.3% |
| Admin fee / account holder | $10,447 | $5,372+94.5% | $9,324+12.0% | $4,296+143.2% |