Filed July 18, 2022 (most recent of 3 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 | $56,984 | $125,797-54.7% | $170,057-66.5% | $75,177-24.2% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 10.46% | 27.20%-16.7pp | 53.42%-43.0pp | 160.75%-150.3pp |
| Employer contribution / active EE | $2,599 | $4,616-43.7% | $6,790-61.7% | $2,671-2.7% |
| Participant deferral / active EE | $3,765 | $6,838-44.9% | $10,411-63.8% | $4,126-8.7% |
| Admin fee / account holder | $8,282 | $8,177+1.3% | $12,826-35.4% | $5,651+46.6% |