Filed June 13, 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 | $89,746 | $123,793-27.5% | $177,848-49.5% | $79,856+12.4% |
| Participation rate | 91.5% | 84.7%+6.8pp | 87.7%+3.8pp | 69.6%+21.8pp |
| Annual return | 7.69% | 22.82%-15.1pp | 48.33%-40.6pp | 31.71%-24.0pp |
| Employer contribution / active EE | $2,032 | $4,095-50.4% | $5,919-65.7% | $2,471-17.8% |
| Participant deferral / active EE | $3,587 | $5,956-39.8% | $7,714-53.5% | $3,741-4.1% |
| Admin fee / account holder | $2,511 | $7,243-65.3% | $12,431-79.8% | $5,306-52.7% |