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 | $78,200 | $73,019+7.1% | $90,766-13.8% | $68,490+14.2% |
| Participation rate | 81.8% | 70.8%+11.0pp | 75.7%+6.1pp | 67.9%+13.9pp |
| Annual return | -13.69% | -13.81%+0.1pp | -12.16%-1.5pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,209 | $3,626+16.1% | $4,565-7.8% | $4,028+4.5% |
| Admin fee / account holder | $3,380 | $5,897-42.7% | $8,446-60.0% | $5,403-37.4% |