Filed July 21, 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 | $27,019 | $80,781-66.6% | $102,437-73.6% | $74,478-63.7% |
| Participation rate | 96.0% | 65.7%+30.3pp | 74.5%+21.5pp | 67.2%+28.8pp |
| Annual return | 23.26% | 27.58%-4.3pp | 24.95%-1.7pp | 1370.56%-1347.3pp |
| Employer contribution / active EE | $2,846 | $3,160-9.9% | $3,871-26.5% | $2,626+8.4% |
| Participant deferral / active EE | $3,961 | $3,862+2.6% | $5,060-21.7% | $4,350-8.9% |
| Admin fee / account holder | $1,154 | $2,372-51.4% | $8,388-86.2% | $1,946-40.7% |