Filed July 2, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,161 | $67,602-92.4% | $82,312-93.7% | $70,126-92.6% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 22.98% | 21.57%+1.4pp | 25.88%-2.9pp | 73.15%-50.2pp |
| Employer contribution / active EE | $838 | $1,755-52.2% | $2,428-65.5% | $2,343-64.2% |
| Participant deferral / active EE | $1,349 | $2,987-54.8% | $3,706-63.6% | $3,332-59.5% |
| Admin fee / account holder | $564 | $4,512-87.5% | $5,608-89.9% | $4,645-87.9% |