Filed May 18, 2021 (most recent of 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,360 | $146,267-53.9% | $197,124-65.8% | $82,448-18.3% |
| Participation rate | 88.4% | 84.0%+4.4pp | 86.7%+1.7pp | 68.1%+20.3pp |
| Annual return | 16.54% | 29.61%-13.1pp | 44.34%-27.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,384 | $4,723-70.7% | $6,227-77.8% | $2,551-45.7% |
| Participant deferral / active EE | $4,242 | $7,035-39.7% | $9,135-53.6% | $4,139+2.5% |
| Admin fee / account holder | $4,717 | $14,422-67.3% | $16,298-71.1% | $7,234-34.8% |