Filed December 11, 2020 (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 | $122,904 | $93,598+31.3% | $135,974-9.6% | $75,173+63.5% |
| Participation rate | 88.1% | 75.2%+12.9pp | 81.9%+6.2pp | 67.2%+20.9pp |
| Annual return | 15.08% | 30.89%-15.8pp | 68.30%-53.2pp | 160.72%-145.6pp |
| Employer contribution / active EE | $8,533 | $3,538+141.2% | $4,859+75.6% | $2,671+219.5% |
| Participant deferral / active EE | $11,906 | $6,405+85.9% | $7,760+53.4% | $4,126+188.5% |
| Admin fee / account holder | $19,225 | $6,978+175.5% | $10,767+78.6% | $5,651+240.2% |