Filed November 21, 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 | $47,294 | $56,894-16.9% | $84,753-44.2% | $62,881-24.8% |
| Participation rate | 89.3% | 68.5%+20.7pp | 76.6%+12.7pp | 69.3%+20.0pp |
| Annual return | -7.55% | 6.30%-13.9pp | 22.78%-30.3pp | 20.14%-27.7pp |
| Employer contribution / active EE | $816 | $2,400-66.0% | $3,574-77.2% | $2,281-64.2% |
| Participant deferral / active EE | $4,808 | $2,709+77.5% | $3,712+29.5% | $3,203+50.1% |
| Admin fee / account holder | $3,499 | $3,581-2.3% | $5,333-34.4% | $4,296-18.5% |