Filed May 4, 2022 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,435 | $94,529-53.0% | $140,019-68.3% | $64,173-30.8% |
| Participation rate | 97.1% | 84.1%+13.1pp | 87.5%+9.6pp | 69.6%+27.6pp |
| Annual return | -5.68% | 7.77%-13.4pp | 651.15%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,946 | $3,812+3.5% | $5,605-29.6% | $2,381+65.8% |
| Participant deferral / active EE | $1,572 | $5,250-70.0% | $6,927-77.3% | $3,470-54.7% |
| Admin fee / account holder | $1,028 | $6,741-84.7% | $10,705-90.4% | $4,887-79.0% |