Filed June 17, 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 | $105,204 | $60,139+74.9% | $90,461+16.3% | $79,856+31.7% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 7.99% | 71.96%-64.0pp | 1294.76%-1286.8pp | 31.71%-23.7pp |
| Employer contribution / active EE | $3,273 | $2,069+58.2% | $3,264+0.3% | $2,471+32.5% |
| Participant deferral / active EE | $8,236 | $2,939+180.2% | $3,964+107.7% | $3,741+120.2% |
| Admin fee / account holder | $48,964 | $3,978+1130.8% | $5,617+771.8% | $5,306+822.7% |