Filed December 22, 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 | $94,475 | $85,024+11.1% | $70,544+33.9% | $139,466-32.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 8.76% | 30.39%-21.6pp | 32.79%-24.0pp | 373.66%-364.9pp |
| Employer contribution / active EE | $5,854 | $3,912+49.6% | $2,976+96.7% | $4,754+23.1% |
| Participant deferral / active EE | $7,293 | $5,891+23.8% | $4,568+59.6% | $6,712+8.7% |
| Admin fee / account holder | $125,198 | $8,928+1302.3% | $6,427+1848.0% | $11,409+997.4% |