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 | $97,527 | $137,414-29.0% | $189,545-48.5% | $85,851+13.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.58% | 38.14%-26.6pp | 555.36%-543.8pp | 318.63%-307.1pp |
| Employer contribution / active EE | $3,725 | $4,344-14.3% | $6,162-39.6% | $2,565+45.2% |
| Participant deferral / active EE | $6,001 | $6,260-4.1% | $8,220-27.0% | $3,952+51.8% |
| Admin fee / account holder | $2,195 | $8,630-74.6% | $12,049-81.8% | $6,261-64.9% |