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 | $46,200 | $184,000-74.9% | $162,185-71.5% | $152,909-69.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.72% | 150.80%-137.1pp | 115.61%-101.9pp | 345.46%-331.7pp |
| Employer contribution / active EE | $1,147 | $6,370-82.0% | $5,613-79.6% | $4,764-75.9% |
| Participant deferral / active EE | $2,916 | $8,033-63.7% | $7,297-60.0% | $5,851-50.2% |
| Admin fee / account holder | $28,321 | $13,124+115.8% | $10,844+161.2% | $11,601+144.1% |