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 | $50,554-25.3% | $67,681-44.2% | $87,485-56.9% |
| Participation rate | 80.3% | 67.7%+12.6pp | 73.7%+6.6pp | 68.9%+11.4pp |
| Annual return | 8.68% | 17.81%-9.1pp | 590.58%-581.9pp | 26.06%-17.4pp |
| Employer contribution / active EE | $3,148 | $1,988+58.3% | $2,678+17.5% | $2,596+21.2% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,560 | $4,132-13.9% | $6,100-41.6% | $7,775-54.2% |