Filed January 5, 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 | $222,292 | $58,258+281.6% | $81,820+171.7% | $80,925+174.7% |
| Participation rate | 94.4% | 63.5%+31.0pp | 72.4%+22.1pp | 67.7%+26.8pp |
| Annual return | 9.23% | 41.76%-32.5pp | 777.93%-768.7pp | 35.65%-26.4pp |
| Employer contribution / active EE | $11,729 | $2,345+400.1% | $2,915+302.4% | $2,756+325.5% |
| Participant deferral / active EE | $8,969 | $3,284+173.1% | $4,323+107.5% | $4,299+108.7% |
| Admin fee / account holder | $85,794 | $4,976+1624.0% | $7,391+1060.9% | $6,940+1136.2% |