Filed March 3, 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 | $81,881 | $160,059-48.8% | $140,019-41.5% | $135,380-39.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -9.25% | 911.48%-920.7pp | 651.17%-660.4pp | 519.81%-529.1pp |
| Employer contribution / active EE | $2,168 | $6,420-66.2% | $5,605-61.3% | $4,779-54.6% |
| Participant deferral / active EE | $9,358 | $7,641+22.5% | $6,927+35.1% | $5,609+66.8% |
| Admin fee / account holder | $2,430 | $13,328-81.8% | $10,705-77.3% | $10,828-77.6% |