Filed October 27, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,155 | $39,132-53.6% | $57,196-68.3% | $62,881-71.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.59% | 9.24%-8.6pp | 14.59%-14.0pp | 20.14%-19.5pp |
| Employer contribution / active EE | $959 | $1,874-48.8% | $2,683-64.3% | $2,281-58.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $874 | $2,594-66.3% | $3,141-72.2% | $4,296-79.7% |