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 | $61,125+294.5% | $94,057+156.4% | $87,485+175.6% |
| Participation rate | 97.4% | 64.1%+33.4pp | 73.3%+24.1pp | 68.9%+28.5pp |
| Annual return | 10.46% | 35.20%-24.7pp | 480.62%-470.2pp | 26.06%-15.6pp |
| Employer contribution / active EE | $18,512 | $2,136+766.5% | $2,933+531.1% | $2,596+613.0% |
| Participant deferral / active EE | $6,505 | $3,260+99.5% | $4,709+38.1% | $4,274+52.2% |
| Admin fee / account holder | $35,649 | $5,629+533.3% | $7,244+392.1% | $7,775+358.5% |