Filed January 31, 2022 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,706 | $138,393-30.1% | $184,256-47.5% | $80,959+19.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.79% | 20.01%-5.2pp | 28.85%-14.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $5,760 | $4,847+18.8% | $6,427-10.4% | $2,757+108.9% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,417 | $10,489-77.0% | $13,899-82.6% | $6,925-65.1% |