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 | $85,149 | $125,797-32.3% | $170,057-49.9% | $75,177+13.3% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.0%+10.5pp | 67.2%+30.3pp |
| Annual return | 12.19% | 27.20%-15.0pp | 53.42%-41.2pp | 160.75%-148.6pp |
| Employer contribution / active EE | $3,702 | $4,616-19.8% | $6,790-45.5% | $2,671+38.6% |
| Participant deferral / active EE | $5,272 | $6,838-22.9% | $10,411-49.4% | $4,126+27.8% |
| Admin fee / account holder | $9,749 | $8,177+19.2% | $12,826-24.0% | $5,651+72.5% |