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 | $57,380 | $94,529-39.3% | $140,019-59.0% | $64,173-10.6% |
| Participation rate | 93.5% | 84.1%+9.5pp | 87.5%+6.0pp | 69.6%+24.0pp |
| Annual return | -6.02% | 7.77%-13.8pp | 651.15%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $938 | $3,812-75.4% | $5,605-83.3% | $2,381-60.6% |
| Participant deferral / active EE | $2,643 | $5,250-49.7% | $6,927-61.8% | $3,470-23.8% |
| Admin fee / account holder | $575 | $6,741-91.5% | $10,705-94.6% | $4,887-88.2% |