Filed May 11, 2022 (most recent of 4 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,583 | $168,636-76.5% | $147,618-73.2% | $125,389-68.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -19.43% | 77.65%-97.1pp | 61.98%-81.4pp | 282.24%-301.7pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $13,018 | $5,507+136.4% | $4,895+165.9% | $5,352+143.3% |
| Admin fee / account holder | $5,570 | $13,581-59.0% | $11,612-52.0% | $9,541-41.6% |