Filed August 18, 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 | $44,336 | $54,763-19.0% | $90,324-50.9% | $72,976-39.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.50% | 30.63%-15.1pp | 78.15%-62.7pp | 81.02%-65.5pp |
| Employer contribution / active EE | $4,117 | $2,093+96.7% | $2,856+44.2% | $2,440+68.7% |
| Participant deferral / active EE | $2,407 | $2,887-16.6% | $3,885-38.1% | $3,608-33.3% |
| Admin fee / account holder | $1,300 | $3,973-67.3% | $5,356-75.7% | $5,124-74.6% |