Filed September 16, 2021 (most recent of 2 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 | $28,582 | $77,817-63.3% | $123,553-76.9% | $64,173-55.5% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -8.09% | 12.49%-20.6pp | 119.21%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,966 | $3,014-1.6% | $4,628-35.9% | $2,381+24.6% |
| Participant deferral / active EE | $4,842 | $5,240-7.6% | $6,426-24.7% | $3,470+39.5% |
| Admin fee / account holder | $2,891 | $5,519-47.6% | $9,284-68.9% | $4,887-40.8% |