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 | $145,431-25.9% | $211,142-48.9% | $87,485+23.2% |
| Participation rate | 98.7% | 84.7%+13.9pp | 87.3%+11.4pp | 68.9%+29.8pp |
| Annual return | 12.59% | 27.21%-14.6pp | 46.84%-34.2pp | 26.06%-13.5pp |
| Employer contribution / active EE | $4,575 | $4,662-1.9% | $6,442-29.0% | $2,596+76.2% |
| Participant deferral / active EE | $6,143 | $6,859-10.4% | $9,284-33.8% | $4,274+43.7% |
| Admin fee / account holder | $6,090 | $17,052-64.3% | $19,076-68.1% | $7,775-21.7% |