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 | $65,421 | $123,793-47.2% | $177,840-63.2% | $79,852-18.1% |
| Participation rate | 74.4% | 84.7%-10.2pp | 87.7%-13.3pp | 69.6%+4.8pp |
| Annual return | 8.41% | 22.82%-14.4pp | 48.32%-39.9pp | 31.72%-23.3pp |
| Employer contribution / active EE | $2,577 | $4,095-37.1% | $5,919-56.5% | $2,471+4.3% |
| Participant deferral / active EE | $5,421 | $5,956-9.0% | $7,714-29.7% | $3,740+44.9% |
| Admin fee / account holder | $1,736 | $7,243-76.0% | $12,431-86.0% | $5,306-67.3% |