Filed January 13, 2021 (most recent of 2 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 | $164,542 | $72,446+127.1% | $67,561+143.5% | $145,877+12.8% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 18.05% | 7211.98%-7193.9pp | 3525.44%-3507.4pp | 551.28%-533.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,079 | $4,785+173.4% | $4,003+226.7% | $6,691+95.5% |
| Admin fee / account holder | $18,909 | $5,541+241.2% | $4,006+372.1% | $13,402+41.1% |