Filed December 29, 2020 (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 | $134,628 | $64,716+108.0% | $112,258+19.9% | $68,495+96.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.79% | -11.40%-8.4pp | 27.47%-47.3pp | -7.84%-11.9pp |
| Employer contribution / active EE | $5,200 | $2,746+89.3% | $3,636+43.0% | $2,596+100.3% |
| Participant deferral / active EE | $9,838 | $3,565+176.0% | $4,728+108.1% | $4,028+144.3% |
| Admin fee / account holder | $2,802 | $5,232-46.4% | $6,411-56.3% | $5,403-48.1% |