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 | $87,106+183.9% | $105,607+134.2% | $80,935+205.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 8.23% | 17.01%-8.8pp | 116.11%-107.9pp | 35.66%-27.4pp |
| Employer contribution / active EE | $16,766 | $2,396+599.7% | $3,167+429.4% | $2,757+508.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,619 | $8,447+25.7% | $10,958-3.1% | $6,924+53.4% |