Filed May 4, 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 | $78,350 | $138,393-43.4% | $184,256-57.5% | $80,959-3.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 10.76% | 20.01%-9.3pp | 28.85%-18.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $6,349 | $4,847+31.0% | $6,427-1.2% | $2,757+130.3% |
| Participant deferral / active EE | $3,286 | $7,076-53.6% | $9,133-64.0% | $4,300-23.6% |
| Admin fee / account holder | $1,960 | $10,489-81.3% | $13,899-85.9% | $6,925-71.7% |