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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,311 | $87,132+183.8% | $105,624+134.1% | $80,959+205.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 8.23% | 17.03%-8.8pp | 116.20%-108.0pp | 35.67%-27.4pp |
| Employer contribution / active EE | $16,766 | $2,397+599.5% | $3,168+429.3% | $2,757+508.1% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,619 | $8,449+25.7% | $10,961-3.1% | $6,925+53.3% |