Filed August 5, 2021 (most recent of 5 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,565 | $81,276-18.1% | $155,574-57.2% | $80,925-17.7% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 17.21% | 33.36%-16.1pp | 64.87%-47.7pp | 35.65%-18.4pp |
| Employer contribution / active EE | $6,988 | $3,103+125.2% | $4,676+49.4% | $2,756+153.5% |
| Participant deferral / active EE | $13,405 | $3,453+288.2% | $5,629+138.1% | $4,299+211.8% |
| Admin fee / account holder | $781 | $7,993-90.2% | $15,914-95.1% | $6,940-88.7% |