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 | $72,426+127.2% | $67,560+143.6% | $145,897+12.8% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 18.05% | 7226.78%-7208.7pp | 3533.50%-3515.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,079 | $4,785+173.3% | $4,004+226.6% | $6,689+95.5% |
| Admin fee / account holder | $18,909 | $5,514+242.9% | $3,994+373.4% | $13,390+41.2% |