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 | $56,072 | $58,275-3.8% | $81,844-31.5% | $80,935-30.7% |
| Participation rate | 97.7% | 63.5%+34.3pp | 72.4%+25.3pp | 67.7%+30.1pp |
| Annual return | 10.40% | 41.82%-31.4pp | 778.87%-768.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $9,358 | $2,346+298.9% | $2,916+220.9% | $2,757+239.5% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,546 | $4,749+164.2% | $7,355+70.6% | $6,924+81.2% |