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 | $89,119 | $130,294-31.6% | $170,028-47.6% | $71,495+24.7% |
| Participation rate | 73.0% | 86.2%-13.2pp | 87.0%-14.0pp | 67.9%+5.0pp |
| Annual return | 12.00% | 20.36%-8.4pp | 53.39%-41.4pp | 28.85%-16.9pp |
| Employer contribution / active EE | $2,820 | $4,385-35.7% | $6,788-58.5% | $2,589+8.9% |
| Participant deferral / active EE | $5,853 | $6,928-15.5% | $10,409-43.8% | $4,291+36.4% |
| Admin fee / account holder | $404 | $966-58.2% | $12,820-96.8% | $1,588-74.5% |