Filed September 20, 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 | $190,375 | $53,128+258.3% | $86,582+119.9% | $70,126+171.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.47% | 27.66%-16.2pp | 965.08%-953.6pp | 73.15%-61.7pp |
| Employer contribution / active EE | $7,530 | $2,068+264.1% | $2,839+165.2% | $2,343+221.4% |
| Participant deferral / active EE | $6,106 | $2,695+126.5% | $3,609+69.2% | $3,332+83.3% |
| Admin fee / account holder | $3,114 | $3,584-13.1% | $4,904-36.5% | $4,645-33.0% |