Filed May 28, 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 | $30,980 | $190,923-83.8% | $160,039-80.6% | $134,554-77.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -28.10% | 553.01%-581.1pp | 409.10%-437.2pp | 418.46%-446.6pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,926-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,727 | $10,497-55.0% | $8,716-45.8% | $11,430-58.6% |