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 | $61,708 | $83,485-26.1% | $125,195-50.7% | $72,976-15.4% |
| Participation rate | 83.5% | 73.3%+10.2pp | 79.8%+3.8pp | 69.5%+14.1pp |
| Annual return | 25.34% | 25.77%-0.4pp | 43.79%-18.5pp | 81.02%-55.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,071 | $3,586-14.4% | $4,937-37.8% | $3,608-14.9% |
| Admin fee / account holder | $4,983 | $5,518-9.7% | $9,704-48.7% | $5,124-2.8% |