Filed December 2, 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 | $107,792 | $146,267-26.3% | $197,124-45.3% | $82,448+30.7% |
| Participation rate | 98.7% | 84.0%+14.7pp | 86.7%+12.0pp | 68.1%+30.6pp |
| Annual return | 12.59% | 29.61%-17.0pp | 44.34%-31.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $4,575 | $4,723-3.1% | $6,227-26.5% | $2,551+79.3% |
| Participant deferral / active EE | $6,143 | $7,035-12.7% | $9,135-32.8% | $4,139+48.4% |
| Admin fee / account holder | $6,090 | $14,422-57.8% | $16,298-62.6% | $7,234-15.8% |