Filed July 7, 2022 (most recent of 4 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 | $42,739 | $137,414-68.9% | $189,537-77.5% | $85,847-50.2% |
| Participation rate | 85.2% | 84.6%+0.6pp | 87.8%-2.6pp | 69.3%+15.9pp |
| Annual return | 10.89% | 38.14%-27.3pp | 555.34%-544.4pp | 318.61%-307.7pp |
| Employer contribution / active EE | $1,679 | $4,344-61.4% | $6,161-72.7% | $2,565-34.5% |
| Participant deferral / active EE | $2,542 | $6,260-59.4% | $8,220-69.1% | $3,952-35.7% |
| Admin fee / account holder | $22,773 | $8,630+163.9% | $12,048+89.0% | $6,261+263.7% |