Filed October 6, 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 | $77,490 | $52,306+48.1% | $69,779+11.0% | $62,881+23.2% |
| Participation rate | 94.8% | 67.2%+27.6pp | 71.8%+23.0pp | 69.3%+25.5pp |
| Annual return | -0.55% | 13.35%-13.9pp | 12.99%-13.5pp | 20.14%-20.7pp |
| Employer contribution / active EE | $6,284 | $1,799+249.3% | $2,338+168.7% | $2,281+175.5% |
| Participant deferral / active EE | $3,778 | $2,395+57.7% | $2,931+28.9% | $3,203+18.0% |
| Admin fee / account holder | $3,343 | $3,691-9.4% | $4,381-23.7% | $4,296-22.2% |