Filed September 20, 2022 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,612 | $69,590-28.7% | $136,867-63.8% | $94,015-47.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 9.48% | 19.62%-10.1pp | 42.97%-33.5pp | 17.84%-8.4pp |
| Employer contribution / active EE | $10,025 | $2,396+318.3% | $3,547+182.6% | $2,790+259.3% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $14,935 | $8,912+67.6% | $10,340+44.4% | $8,951+66.9% |