Filed January 12, 2022 (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 | $72,270 | $140,592-48.6% | $123,105-41.3% | $125,389-42.4% |
| Participation rate | 91.7% | 88.2%+3.5pp | 86.8%+4.9pp | 83.2%+8.5pp |
| Annual return | 0.24% | 16.80%-16.6pp | 13.22%-13.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,054 | $6,041-82.5% | $5,151-79.5% | $4,866-78.3% |
| Participant deferral / active EE | $2,750 | $6,980-60.6% | $6,229-55.9% | $5,352-48.6% |
| Admin fee / account holder | $2,780 | $11,198-75.2% | $9,014-69.2% | $9,541-70.9% |