Filed May 25, 2021 (most recent of 2 filings on file)
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Participant 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 | $14,350 | $39,132-63.3% | $57,196-74.9% | $62,881-77.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.94% | 9.24%-4.3pp | 14.59%-9.7pp | 20.14%-15.2pp |
| Employer contribution / active EE | $2,430 | $1,874+29.7% | $2,683-9.4% | $2,281+6.5% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,414 | $2,594+70.2% | $3,141+40.5% | $4,296+2.7% |