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 | $74,441 | $81,208-8.3% | $98,920-24.7% | $79,856-6.8% |
| Participation rate | 81.0% | 72.5%+8.5pp | 76.0%+5.0pp | 69.6%+11.4pp |
| Annual return | 15.21% | 60.99%-45.8pp | 196.47%-181.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,511 | $3,265+7.5% | $4,245-17.3% | $3,741-6.1% |
| Admin fee / account holder | $2,432 | $6,013-59.5% | $6,643-63.4% | $5,306-54.2% |