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 | $66,010 | $60,139+9.8% | $90,461-27.0% | $79,856-17.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.75% | 71.96%-67.2pp | 1294.76%-1290.0pp | 31.71%-27.0pp |
| Employer contribution / active EE | $8,963 | $2,069+333.3% | $3,264+174.6% | $2,471+262.7% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,634 | $3,978-8.7% | $5,617-35.3% | $5,306-31.5% |