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 | $359,228 | $73,955+385.7% | $96,520+272.2% | $75,181+377.8% |
| Participation rate | 97.0% | 66.4%+30.5pp | 74.3%+22.6pp | 67.2%+29.8pp |
| Annual return | 6.31% | 26.72%-20.4pp | 35.72%-29.4pp | 160.69%-154.4pp |
| Employer contribution / active EE | $26,245 | $2,930+795.7% | $3,739+602.0% | $2,671+882.8% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,505 | $5,217+158.9% | $6,733+100.6% | $5,650+139.0% |