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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,881 | $125,797-30.9% | $170,043-48.9% | $75,173+15.6% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | -14.16% | 27.20%-41.4pp | 53.40%-67.6pp | 160.72%-174.9pp |
| Employer contribution / active EE | $6,120 | $4,616+32.6% | $6,790-9.9% | $2,671+129.1% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,770 | $8,177-66.1% | $12,824-78.4% | $5,651-51.0% |