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 | $68,465 | $58,275+17.5% | $81,844-16.3% | $80,935-15.4% |
| Participation rate | 93.5% | 63.5%+30.1pp | 72.4%+21.2pp | 67.7%+25.9pp |
| Annual return | 8.87% | 41.82%-32.9pp | 778.87%-770.0pp | 35.66%-26.8pp |
| Employer contribution / active EE | $4,849 | $2,346+106.7% | $2,916+66.3% | $2,757+75.9% |
| Participant deferral / active EE | $8,493 | $3,285+158.5% | $4,323+96.4% | $4,299+97.5% |
| Admin fee / account holder | $33,469 | $4,749+604.8% | $7,355+355.0% | $6,924+383.4% |