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 | $86,922+54.1% | $102,438+30.8% | $80,874+65.7% |
| Participation rate | 79.2% | 72.4%+6.8pp | 76.5%+2.7pp | 67.6%+11.5pp |
| Annual return | 9.69% | 18.90%-9.2pp | 29.37%-19.7pp | 35.62%-25.9pp |
| Employer contribution / active EE | $2,573 | $2,369+8.6% | $3,024-14.9% | $2,756-6.6% |
| Participant deferral / active EE | $7,806 | $4,119+89.5% | $5,054+54.5% | $4,297+81.7% |
| Admin fee / account holder | $18,098 | $8,050+124.8% | $9,448+91.6% | $6,935+161.0% |