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 | $49,772 | $110,083-54.8% | $151,628-67.2% | $68,495-27.3% |
| Participation rate | 92.1% | 84.0%+8.2pp | 87.5%+4.6pp | 67.9%+24.2pp |
| Annual return | -15.33% | -10.12%-5.2pp | 3.34%-18.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $807 | $4,470-81.9% | $6,165-86.9% | $2,596-68.9% |
| Participant deferral / active EE | $3,755 | $6,526-42.5% | $8,363-55.1% | $4,028-6.8% |
| Admin fee / account holder | $5,513 | $7,718-28.6% | $11,613-52.5% | $5,403+2.0% |