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 | $74,220 | $138,366-46.4% | $184,185-59.7% | $80,911-8.3% |
| Participation rate | 98.0% | 83.9%+14.2pp | 86.8%+11.2pp | 67.6%+30.4pp |
| Annual return | 10.86% | 20.02%-9.2pp | 28.81%-18.0pp | 35.63%-24.8pp |
| Employer contribution / active EE | $2,449 | $4,849-49.5% | $6,426-61.9% | $2,756-11.1% |
| Participant deferral / active EE | $4,513 | $7,074-36.2% | $9,132-50.6% | $4,297+5.0% |
| Admin fee / account holder | $3,933 | $10,484-62.5% | $13,909-71.7% | $6,935-43.3% |