Filed January 7, 2022 (most recent of 3 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 | $241,148 | $51,638+367.0% | $68,368+252.7% | $82,448+192.5% |
| Participation rate | 97.4% | 63.6%+33.8pp | 73.8%+23.7pp | 68.1%+29.4pp |
| Annual return | 10.46% | 37.53%-27.1pp | 292.57%-282.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $18,512 | $2,047+804.6% | $2,649+598.8% | $2,551+625.7% |
| Participant deferral / active EE | $6,505 | $2,914+123.3% | $4,123+57.8% | $4,139+57.2% |
| Admin fee / account holder | $35,649 | $4,643+667.7% | $5,150+592.2% | $7,234+392.8% |