Filed January 14, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,840 | $78,682+349.7% | $109,188+224.1% | $85,851+312.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 7.33% | 25.09%-17.8pp | 25.76%-18.4pp | 318.63%-311.3pp |
| Employer contribution / active EE | $19,411 | $2,734+610.1% | $3,723+421.4% | $2,565+656.6% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,703 | $5,470+132.3% | $6,755+88.0% | $6,261+102.9% |