Filed December 7, 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 | $105,361 | $68,398+54.0% | $94,664+11.3% | $75,173+40.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 13.10% | 616.72%-603.6pp | 156.84%-143.7pp | 160.72%-147.6pp |
| Employer contribution / active EE | $4,540 | $2,701+68.1% | $3,673+23.6% | $2,671+70.0% |
| Participant deferral / active EE | $9,448 | $6,537+44.5% | $7,417+27.4% | $4,126+129.0% |
| Admin fee / account holder | $1,459 | $5,324-72.6% | $7,222-79.8% | $5,651-74.2% |