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 | $51,184-26.3% | $66,439-43.2% | $86,983-56.6% |
| Participation rate | 80.3% | 68.5%+11.8pp | 74.5%+5.8pp | 69.5%+10.8pp |
| Annual return | 8.68% | 17.07%-8.4pp | 757.66%-749.0pp | 25.83%-17.2pp |
| Employer contribution / active EE | $3,148 | $2,023+55.6% | $2,637+19.4% | $2,584+21.8% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,560 | $4,154-14.3% | $6,173-42.3% | $7,856-54.7% |