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 | $40,888 | $109,359-62.6% | $162,185-74.8% | $72,976-44.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 7.05% | 25.46%-18.4pp | 115.61%-108.6pp | 81.02%-74.0pp |
| Employer contribution / active EE | $6,300 | $3,907+61.2% | $5,613+12.2% | $2,440+158.2% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,110 | $7,972-86.1% | $10,844-89.8% | $5,124-78.3% |