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 | $63,111 | $57,330+10.1% | $86,656-27.2% | $75,177-16.1% |
| Participation rate | 94.4% | 63.2%+31.3pp | 71.7%+22.7pp | 67.2%+27.2pp |
| Annual return | 10.15% | 2675.40%-2665.2pp | 593.09%-582.9pp | 160.75%-150.6pp |
| Employer contribution / active EE | $9,076 | $2,316+291.8% | $3,025+200.0% | $2,671+239.8% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $419 | $4,115-89.8% | $5,619-92.5% | $5,651-92.6% |