Filed April 10, 2021 (most recent of 2 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,420 | $146,267+89.0% | $197,124+40.2% | $82,448+235.3% |
| Participation rate | 94.6% | 84.0%+10.6pp | 86.7%+7.9pp | 68.1%+26.5pp |
| Annual return | 12.49% | 29.61%-17.1pp | 44.34%-31.9pp | 41.64%-29.2pp |
| Employer contribution / active EE | $5,597 | $4,723+18.5% | $6,227-10.1% | $2,551+119.4% |
| Participant deferral / active EE | $5,565 | $7,035-20.9% | $9,135-39.1% | $4,139+34.4% |
| Admin fee / account holder | $15,351 | $14,422+6.4% | $16,298-5.8% | $7,234+112.2% |