Filed November 3, 2022 (most recent of 2 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 | $20,443 | $34,316-40.4% | $74,723-72.6% | $72,976-72.0% |
| Participation rate | 98.0% | 42.4%+55.6pp | 54.5%+43.5pp | 69.5%+28.5pp |
| Annual return | 2.73% | 26.58%-23.9pp | 753.18%-750.5pp | 81.02%-78.3pp |
| Employer contribution / active EE | $2,857 | $692+313.0% | $1,084+163.5% | $2,440+17.1% |
| Participant deferral / active EE | $2,010 | $1,272+58.0% | $1,962+2.5% | $3,608-44.3% |
| Admin fee / account holder | $1,010 | $2,125-52.4% | $3,335-69.7% | $5,124-80.3% |