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 | $65,731 | $185,883-64.6% | $170,043-61.3% | $139,466-52.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.74% | 60.54%-46.8pp | 53.40%-39.7pp | 373.66%-359.9pp |
| Employer contribution / active EE | $1,291 | $7,596-83.0% | $6,790-81.0% | $4,754-72.8% |
| Participant deferral / active EE | $4,423 | $11,626-62.0% | $10,410-57.5% | $6,712-34.1% |
| Admin fee / account holder | $382 | $15,393-97.5% | $12,824-97.0% | $11,409-96.6% |