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 | $28,294 | $42,910-34.1% | $60,919-53.6% | $68,490-58.7% |
| Participation rate | 83.7% | 66.8%+16.9pp | 73.1%+10.6pp | 67.9%+15.8pp |
| Annual return | -15.73% | -13.99%-1.7pp | 16.96%-32.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,829 | $1,978+43.0% | $2,704+4.6% | $2,597+9.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,879 | $3,104-39.5% | $3,228-41.8% | $5,403-65.2% |