Filed March 25, 2022 (most recent of 2 filings on file)
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Employer 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 | $80,672 | $80,812-0.2% | $160,784-49.8% | $82,448-2.2% |
| Participation rate | 80.2% | 66.2%+14.0pp | 77.0%+3.3pp | 68.1%+12.2pp |
| Annual return | 17.79% | 100.59%-82.8pp | 1803.92%-1786.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,860 | $4,335-11.0% | $6,293-38.7% | $4,139-6.7% |
| Admin fee / account holder | $5,385 | $7,695-30.0% | $9,717-44.6% | $7,234-25.6% |