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 | $51,360 | $123,793-58.5% | $177,840-71.1% | $79,852-35.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.92% | 22.82%-7.9pp | 48.32%-33.4pp | 31.72%-16.8pp |
| Employer contribution / active EE | $907 | $4,095-77.9% | $5,919-84.7% | $2,471-63.3% |
| Participant deferral / active EE | $3,861 | $5,956-35.2% | $7,714-49.9% | $3,740+3.2% |
| Admin fee / account holder | $10,505 | $7,243+45.1% | $12,431-15.5% | $5,306+98.0% |