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 | $58,241+281.7% | $81,780+171.8% | $80,911+174.7% |
| Participation rate | 94.4% | 63.4%+31.0pp | 72.4%+22.1pp | 67.6%+26.8pp |
| Annual return | 9.23% | 41.73%-32.5pp | 776.27%-767.0pp | 35.63%-26.4pp |
| Employer contribution / active EE | $11,729 | $2,343+400.5% | $2,914+302.5% | $2,756+325.6% |
| Participant deferral / active EE | $8,969 | $3,283+173.2% | $4,321+107.6% | $4,297+108.7% |
| Admin fee / account holder | $85,794 | $4,973+1625.2% | $7,384+1061.9% | $6,935+1137.2% |