Filed September 20, 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 | $159,919 | $57,352+178.8% | $83,830+90.8% | $64,173+149.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -9.00% | 11.38%-20.4pp | 850.97%-860.0pp | 7.63%-16.6pp |
| Employer contribution / active EE | $4,148 | $2,546+62.9% | $3,631+14.2% | $2,381+74.2% |
| Participant deferral / active EE | $12,941 | $2,993+332.4% | $4,082+217.0% | $3,470+273.0% |
| Admin fee / account holder | $1,939 | $4,046-52.1% | $5,479-64.6% | $4,887-60.3% |