Filed September 22, 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,168 | $55,694+58.3% | $81,844+7.7% | $199,960-55.9% |
| Participation rate | 95.7% | 62.7%+33.0pp | 72.4%+23.3pp | 72.0%+23.7pp |
| Annual return | 10.98% | 19.59%-8.6pp | 778.87%-767.9pp | 34.28%-23.3pp |
| Employer contribution / active EE | $3,720 | $2,114+75.9% | $2,916+27.5% | $3,036+22.5% |
| Participant deferral / active EE | $5,563 | $3,299+68.6% | $4,323+28.7% | $5,087+9.3% |
| Admin fee / account holder | $305 | $348-12.5% | $7,355-95.9% | $269+13.1% |