Filed December 4, 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 | $152,866 | $65,409+133.7% | $98,452+55.3% | $85,854+78.1% |
| Participation rate | 83.8% | 65.0%+18.8pp | 73.3%+10.4pp | 69.3%+14.5pp |
| Annual return | 11.64% | 21.76%-10.1pp | 1492.96%-1481.3pp | 318.56%-306.9pp |
| Employer contribution / active EE | $12,715 | $2,168+486.6% | $2,960+329.5% | $2,565+395.7% |
| Participant deferral / active EE | $8,143 | $3,166+157.2% | $4,276+90.4% | $3,952+106.1% |
| Admin fee / account holder | $40,679 | $4,593+785.7% | $5,948+583.9% | $6,260+549.8% |