Filed March 15, 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 | $1,065,198 | $110,410+864.8% | $102,437+939.9% | $145,897+630.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.07% | 24.85%-8.8pp | 24.95%-8.9pp | 552.29%-536.2pp |
| Employer contribution / active EE | $38,613 | $4,217+815.6% | $3,871+897.6% | $4,663+728.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $126,799 | $9,745+1201.2% | $8,388+1411.7% | $13,390+846.9% |