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 | $55,445 | $109,359-49.3% | $162,177-65.8% | $72,975-24.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.95% | 25.46%-7.5pp | 115.60%-97.7pp | 81.01%-63.1pp |
| Employer contribution / active EE | $4,312 | $3,907+10.4% | $5,613-23.2% | $2,440+76.7% |
| Participant deferral / active EE | $1,695 | $5,481-69.1% | $7,297-76.8% | $3,608-53.0% |
| Admin fee / account holder | $885 | $7,972-88.9% | $10,843-91.8% | $5,124-82.7% |