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 | $61,557 | $58,258+5.7% | $81,820-24.8% | $80,925-23.9% |
| Participation rate | 94.3% | 63.5%+30.8pp | 72.4%+21.9pp | 67.7%+26.6pp |
| Annual return | 8.87% | 41.76%-32.9pp | 777.93%-769.1pp | 35.65%-26.8pp |
| Employer contribution / active EE | $4,668 | $2,345+99.0% | $2,915+60.1% | $2,756+69.4% |
| Participant deferral / active EE | $3,411 | $3,284+3.9% | $4,323-21.1% | $4,299-20.7% |
| Admin fee / account holder | $26,559 | $4,976+433.7% | $7,391+259.4% | $6,940+282.7% |