Filed November 23, 2021 (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 | $28,082 | $49,255-43.0% | $70,494-60.2% | $79,856-64.8% |
| Participation rate | 86.1% | 69.2%+17.0pp | 75.1%+11.1pp | 69.6%+16.5pp |
| Annual return | 5.86% | 30.10%-24.2pp | 109.16%-103.3pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,537 | $2,100-26.8% | $2,738-43.9% | $2,471-37.8% |
| Participant deferral / active EE | $2,724 | $2,768-1.6% | $3,711-26.6% | $3,741-27.2% |
| Admin fee / account holder | $1,211 | $2,879-57.9% | $3,848-68.5% | $5,306-77.2% |