Filed December 1, 2021 (most recent of 3 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,563 | $94,031+167.5% | $115,768+117.3% | $82,448+205.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 3.82% | 20.61%-16.8pp | 100.46%-96.6pp | 41.64%-37.8pp |
| Employer contribution / active EE | $12,513 | $2,323+438.6% | $2,940+325.6% | $2,551+390.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,905 | $10,249-22.9% | $12,439-36.5% | $7,234+9.3% |