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 | $119,897 | $65,434+83.2% | $98,483+21.7% | $85,847+39.7% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.9pp | 69.3%+26.9pp |
| Annual return | 11.46% | 21.75%-10.3pp | 1494.38%-1482.9pp | 318.61%-307.1pp |
| Employer contribution / active EE | $3,642 | $2,169+67.9% | $2,961+23.0% | $2,565+42.0% |
| Participant deferral / active EE | $9,372 | $3,168+195.9% | $4,276+119.2% | $3,952+137.1% |
| Admin fee / account holder | $15,387 | $4,595+234.8% | $5,953+158.5% | $6,261+145.8% |