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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,845 | $82,028-69.7% | $123,105-79.8% | $59,633-58.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 15.35% | 5.12%+10.2pp | 13.22%+2.1pp | 2041.45%-2026.1pp |
| Employer contribution / active EE | $3,529 | $3,297+7.1% | $5,151-31.5% | $2,203+60.2% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $582 | $5,879-90.1% | $9,014-93.5% | $4,297-86.4% |