Filed February 28, 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 | $124,896 | $143,969-13.2% | $199,883-37.5% | $82,637+51.1% |
| Participation rate | 90.2% | 84.1%+6.1pp | 86.8%+3.5pp | 68.1%+22.2pp |
| Annual return | 12.83% | 25.67%-12.8pp | 43.81%-31.0pp | 53.51%-40.7pp |
| Employer contribution / active EE | $3,607 | $4,632-22.1% | $6,261-42.4% | $2,552+41.3% |
| Participant deferral / active EE | $6,658 | $6,937-4.0% | $9,138-27.1% | $4,126+61.4% |
| Admin fee / account holder | $2,595 | $14,597-82.2% | $17,268-85.0% | $7,339-64.6% |