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 | $133,857 | $146,267-8.5% | $197,124-32.1% | $82,448+62.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 32.63% | 29.61%+3.0pp | 44.34%-11.7pp | 41.64%-9.0pp |
| Employer contribution / active EE | $6,120 | $4,723+29.6% | $6,227-1.7% | $2,551+139.9% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,241 | $14,422-84.5% | $16,298-86.2% | $7,234-69.0% |