Filed December 1, 2021 (most recent of 3 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,555 | $78,707-33.2% | $117,861-55.4% | $70,126-25.1% |
| Participation rate | 78.5% | 73.2%+5.3pp | 79.7%-1.2pp | 69.5%+8.9pp |
| Annual return | 19.37% | 23.30%-3.9pp | 335.11%-315.7pp | 73.15%-53.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,568 | $3,297-22.1% | $4,482-42.7% | $3,332-22.9% |
| Admin fee / account holder | $709 | $5,066-86.0% | $8,021-91.2% | $4,645-84.7% |