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 | $13,279 | $45,050-70.5% | $63,018-78.9% | $70,126-81.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.97% | 18.76%-8.8pp | 87.62%-77.6pp | 73.15%-63.2pp |
| Employer contribution / active EE | $1,731 | $2,052-15.6% | $2,761-37.3% | $2,343-26.1% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,937 | $2,834-31.7% | $3,601-46.2% | $4,645-58.3% |