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 | $93,346 | $100,041-6.7% | $149,718-37.7% | $70,131+33.1% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.1%+4.6pp | 69.5%+22.1pp |
| Annual return | 11.74% | 27.43%-15.7pp | 1501.70%-1490.0pp | 73.14%-61.4pp |
| Employer contribution / active EE | $2,019 | $3,662-44.9% | $5,444-62.9% | $2,342-13.8% |
| Participant deferral / active EE | $3,588 | $4,983-28.0% | $6,568-45.4% | $3,332+7.7% |
| Admin fee / account holder | $8,959 | $8,286+8.1% | $11,283-20.6% | $4,645+92.9% |