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 | $64,920+271.5% | $103,693+132.6% | $86,983+177.2% |
| Participation rate | 97.4% | 63.6%+33.8pp | 72.6%+24.8pp | 69.5%+27.9pp |
| Annual return | 10.46% | 30.29%-19.8pp | 47.61%-37.2pp | 25.83%-15.4pp |
| Employer contribution / active EE | $18,512 | $2,141+764.6% | $2,920+533.9% | $2,584+616.3% |
| Participant deferral / active EE | $6,505 | $3,241+100.7% | $4,579+42.1% | $4,194+55.1% |
| Admin fee / account holder | $35,649 | $6,191+475.8% | $7,858+353.7% | $7,856+353.8% |