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 | $80,609 | $58,099+38.7% | $76,902+4.8% | $75,177+7.2% |
| Participation rate | 96.3% | 63.9%+32.4pp | 69.6%+26.6pp | 67.2%+29.0pp |
| Annual return | 12.94% | 26.71%-13.8pp | 37.91%-25.0pp | 160.75%-147.8pp |
| Employer contribution / active EE | $5,510 | $1,996+176.1% | $2,534+117.4% | $2,671+106.3% |
| Participant deferral / active EE | $4,045 | $2,999+34.9% | $3,833+5.5% | $4,126-2.0% |
| Admin fee / account holder | $6,889 | $4,778+44.2% | $5,479+25.7% | $5,651+21.9% |