Filed July 20, 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 | $46,744 | $94,529-50.6% | $140,019-66.6% | $64,173-27.2% |
| Participation rate | 74.3% | 84.1%-9.8pp | 87.5%-13.2pp | 69.6%+4.8pp |
| Annual return | -11.07% | 7.77%-18.8pp | 651.15%-662.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $2,163 | $3,812-43.3% | $5,605-61.4% | $2,381-9.2% |
| Participant deferral / active EE | $5,295 | $5,250+0.9% | $6,927-23.6% | $3,470+52.6% |
| Admin fee / account holder | $388 | $6,741-94.2% | $10,705-96.4% | $4,887-92.1% |