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 | $60,819 | $100,041-39.2% | $149,718-59.4% | $70,131-13.3% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 12.35% | 27.43%-15.1pp | 1501.70%-1489.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $2,512 | $3,662-31.4% | $5,444-53.9% | $2,342+7.2% |
| Participant deferral / active EE | $3,982 | $4,983-20.1% | $6,568-39.4% | $3,332+19.5% |
| Admin fee / account holder | $14,483 | $8,286+74.8% | $11,283+28.4% | $4,645+211.8% |