Filed December 14, 2021 (most recent of 7 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 | $89,060 | $138,385-35.6% | $184,243-51.7% | $80,925+10.1% |
| Participation rate | 92.4% | 83.9%+8.5pp | 86.8%+5.6pp | 67.7%+24.8pp |
| Annual return | 9.72% | 20.02%-10.3pp | 28.82%-19.1pp | 35.65%-25.9pp |
| Employer contribution / active EE | $2,596 | $4,851-46.5% | $6,427-59.6% | $2,756-5.8% |
| Participant deferral / active EE | $5,661 | $7,075-20.0% | $9,132-38.0% | $4,299+31.7% |
| Admin fee / account holder | $896 | $10,489-91.5% | $13,914-93.6% | $6,940-87.1% |