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 | $61,125-18.8% | $94,057-47.3% | $87,485-43.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 9.48% | 35.20%-25.7pp | 480.62%-471.1pp | 26.06%-16.6pp |
| Employer contribution / active EE | $10,025 | $2,136+369.2% | $2,933+241.8% | $2,596+286.1% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $14,935 | $5,629+165.3% | $7,244+106.2% | $7,775+92.1% |