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 | $59,688 | $138,386-56.9% | $184,260-67.6% | $80,935-26.3% |
| Participation rate | 84.1% | 83.9%+0.2pp | 86.8%-2.7pp | 67.7%+16.4pp |
| Annual return | 12.77% | 20.02%-7.3pp | 28.84%-16.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,343 | $4,851-72.3% | $6,427-79.1% | $2,757-51.3% |
| Participant deferral / active EE | $4,501 | $7,076-36.4% | $9,133-50.7% | $4,299+4.7% |
| Admin fee / account holder | $2,355 | $10,489-77.5% | $13,898-83.1% | $6,924-66.0% |