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 | $104,736 | $137,414-23.8% | $189,520-44.7% | $85,856+22.0% |
| Participation rate | 88.4% | 84.6%+3.8pp | 87.8%+0.6pp | 69.3%+19.1pp |
| Annual return | 9.93% | 38.14%-28.2pp | 555.25%-545.3pp | 318.58%-308.7pp |
| Employer contribution / active EE | $2,166 | $4,344-50.2% | $6,161-64.8% | $2,565-15.6% |
| Participant deferral / active EE | $3,876 | $6,260-38.1% | $8,220-52.8% | $3,952-1.9% |
| Admin fee / account holder | $13,882 | $8,630+60.9% | $12,046+15.2% | $6,261+121.7% |