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 | $85,840 | $63,082+36.1% | $81,726+5.0% | $79,856+7.5% |
| Participation rate | 87.3% | 67.5%+19.8pp | 72.0%+15.3pp | 69.6%+17.7pp |
| Annual return | 6.79% | 22.66%-15.9pp | 29.49%-22.7pp | 31.71%-24.9pp |
| Employer contribution / active EE | $6,361 | $1,795+254.3% | $4,311+47.5% | $2,471+157.4% |
| Participant deferral / active EE | $3,497 | $2,780+25.8% | $7,108-50.8% | $3,741-6.5% |
| Admin fee / account holder | $6,351 | $4,428+43.4% | $5,160+23.1% | $5,306+19.7% |