Filed May 21, 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.)
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 | $36,321 | $123,793-70.7% | $177,827-79.6% | $79,858-54.5% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | 14.50% | 22.82%-8.3pp | 48.32%-33.8pp | 31.72%-17.2pp |
| Employer contribution / active EE | $2,406 | $4,095-41.3% | $5,918-59.4% | $2,471-2.6% |
| Participant deferral / active EE | $4,337 | $5,956-27.2% | $7,713-43.8% | $3,740+16.0% |
| Admin fee / account holder | $2,007 | $7,243-72.3% | $12,429-83.9% | $5,306-62.2% |