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 | $89,157 | $87,841+1.5% | $133,981-33.5% | $62,891+41.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.21% | 12.05%-6.8pp | 29.30%-24.1pp | 20.14%-14.9pp |
| Employer contribution / active EE | $5,564 | $3,483+59.8% | $5,211+6.8% | $2,281+143.9% |
| Participant deferral / active EE | $4,503 | $4,812-6.4% | $6,282-28.3% | $3,203+40.6% |
| Admin fee / account holder | $10,712 | $5,371+99.4% | $9,324+14.9% | $4,296+149.4% |