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 | $72,396+127.3% | $67,511+143.7% | $145,959+12.7% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 18.05% | 7194.07%-7176.0pp | 3517.41%-3499.4pp | 561.95%-543.9pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $13,079 | $4,781+173.5% | $4,000+227.0% | $6,689+95.5% |
| Admin fee / account holder | $18,909 | $5,538+241.4% | $3,999+372.9% | $13,398+41.1% |