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 | $78,852 | $109,359-27.9% | $162,185-51.4% | $72,976+8.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.09% | 25.46%-8.4pp | 115.61%-98.5pp | 81.02%-63.9pp |
| Employer contribution / active EE | $3,239 | $3,907-17.1% | $5,613-42.3% | $2,440+32.7% |
| Participant deferral / active EE | $5,054 | $5,481-7.8% | $7,297-30.7% | $3,608+40.1% |
| Admin fee / account holder | $3,217 | $7,972-59.6% | $10,844-70.3% | $5,124-37.2% |