Filed June 14, 2021 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,814 | $77,817+224.9% | $123,553+104.6% | $64,173+294.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.55% | 12.49%-17.0pp | 119.21%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $6,422 | $3,014+113.1% | $4,628+38.8% | $2,381+169.7% |
| Participant deferral / active EE | $9,428 | $5,240+79.9% | $6,426+46.7% | $3,470+171.7% |
| Admin fee / account holder | $32,150 | $5,519+482.5% | $9,284+246.3% | $4,887+557.8% |