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 | $65,138 | $123,793-47.4% | $177,840-63.4% | $79,852-18.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.62% | 22.82%-9.2pp | 48.32%-34.7pp | 31.72%-18.1pp |
| Employer contribution / active EE | $5,209 | $4,095+27.2% | $5,919-12.0% | $2,471+110.8% |
| Participant deferral / active EE | $2,189 | $5,956-63.3% | $7,714-71.6% | $3,740-41.5% |
| Admin fee / account holder | $1,084 | $7,243-85.0% | $12,431-91.3% | $5,306-79.6% |