Filed March 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 | $133,975 | $86,949+54.1% | $102,460+30.8% | $80,959+65.5% |
| Participation rate | 79.2% | 72.4%+6.8pp | 76.5%+2.7pp | 67.7%+11.5pp |
| Annual return | 9.69% | 18.89%-9.2pp | 29.47%-19.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $2,573 | $2,370+8.6% | $3,025-15.0% | $2,757-6.7% |
| Participant deferral / active EE | $7,806 | $4,121+89.4% | $5,056+54.4% | $4,300+81.5% |
| Admin fee / account holder | $18,098 | $8,048+124.9% | $9,460+91.3% | $6,925+161.3% |