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 | $197,164 | $54,757+260.1% | $90,304+118.3% | $72,975+170.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 5.20% | 30.63%-25.4pp | 78.13%-72.9pp | 81.01%-75.8pp |
| Employer contribution / active EE | $11,071 | $2,093+428.9% | $2,855+287.8% | $2,440+353.7% |
| Participant deferral / active EE | $8,585 | $2,887+197.3% | $3,885+121.0% | $3,608+137.9% |
| Admin fee / account holder | $2,573 | $3,973-35.2% | $5,354-51.9% | $5,124-49.8% |