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 | $81,358-18.2% | $155,556-57.2% | $80,959-17.8% |
| Participation rate | 92.3% | 66.3%+26.0pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 17.21% | 33.39%-16.2pp | 64.84%-47.6pp | 35.67%-18.5pp |
| Employer contribution / active EE | $6,988 | $3,106+124.9% | $4,675+49.5% | $2,757+153.4% |
| Participant deferral / active EE | $13,405 | $3,455+287.9% | $5,631+138.1% | $4,300+211.7% |
| Admin fee / account holder | $781 | $7,994-90.2% | $15,885-95.1% | $6,925-88.7% |