Filed March 24, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,929 | $72,177-22.5% | $115,037-51.4% | $59,633-6.2% |
| Participation rate | 92.0% | 72.6%+19.4pp | 81.4%+10.6pp | 68.7%+23.3pp |
| Annual return | -1.18% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $1,074 | $2,841-62.2% | $4,608-76.7% | $2,203-51.2% |
| Participant deferral / active EE | $4,407 | $4,783-7.9% | $6,026-26.9% | $3,192+38.1% |
| Admin fee / account holder | $9,285 | $4,927+88.5% | $8,175+13.6% | $4,297+116.1% |