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 | $76,566 | $125,797-39.1% | $170,028-55.0% | $75,181+1.8% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.0%+11.5pp | 67.2%+31.3pp |
| Annual return | 10.62% | 27.20%-16.6pp | 53.39%-42.8pp | 160.69%-150.1pp |
| Employer contribution / active EE | $4,449 | $4,616-3.6% | $6,788-34.5% | $2,671+66.6% |
| Participant deferral / active EE | $5,355 | $6,838-21.7% | $10,409-48.6% | $4,126+29.8% |
| Admin fee / account holder | $4,836 | $8,177-40.9% | $12,820-62.3% | $5,650-14.4% |