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 | $73,332 | $58,391+25.6% | $76,667-4.4% | $72,976+0.5% |
| Participation rate | 95.1% | 67.4%+27.7pp | 72.1%+23.0pp | 69.5%+25.6pp |
| Annual return | 1.44% | 2306.65%-2305.2pp | 1166.74%-1165.3pp | 81.02%-79.6pp |
| Employer contribution / active EE | $5,415 | $1,787+203.0% | $2,303+135.1% | $2,440+121.9% |
| Participant deferral / active EE | $3,181 | $2,690+18.2% | $3,336-4.7% | $3,608-11.8% |
| Admin fee / account holder | $23,163 | $4,014+477.0% | $6,423+260.6% | $5,124+352.0% |