Filed May 25, 2021 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,744 | $55,457-31.9% | $77,361-51.2% | $94,015-59.9% |
| Participation rate | 80.3% | 69.8%+10.5pp | 75.0%+5.4pp | 70.8%+9.5pp |
| Annual return | 8.68% | 15.57%-6.9pp | 1011.54%-1002.9pp | 17.84%-9.2pp |
| Employer contribution / active EE | $3,148 | $2,255+39.6% | $2,990+5.3% | $2,790+12.8% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,560 | $4,334-17.9% | $5,894-39.6% | $8,951-60.2% |