Filed January 11, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,334 | $138,385-8.0% | $184,243-30.9% | $80,925+57.3% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.7%+17.0pp |
| Annual return | 10.87% | 20.02%-9.1pp | 28.82%-17.9pp | 35.65%-24.8pp |
| Employer contribution / active EE | $4,069 | $4,851-16.1% | $6,427-36.7% | $2,756+47.6% |
| Participant deferral / active EE | $5,509 | $7,075-22.1% | $9,132-39.7% | $4,299+28.1% |
| Admin fee / account holder | $879 | $10,489-91.6% | $13,914-93.7% | $6,940-87.3% |