Filed December 22, 2021 (most recent of 4 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 | $50,909 | $100,041-49.1% | $149,718-66.0% | $70,131-27.4% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.1%+11.3pp | 69.5%+28.9pp |
| Annual return | 11.96% | 27.43%-15.5pp | 1501.67%-1489.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,106 | $3,662-42.5% | $5,445-61.3% | $2,342-10.1% |
| Participant deferral / active EE | $3,548 | $4,983-28.8% | $6,569-46.0% | $3,332+6.5% |
| Admin fee / account holder | $7,049 | $8,286-14.9% | $11,283-37.5% | $4,645+51.7% |