Filed January 14, 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 | $156,365 | $57,352+172.6% | $83,831+86.5% | $64,173+143.7% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | 23.08% | 11.38%+11.7pp | 850.99%-827.9pp | 7.63%+15.4pp |
| Employer contribution / active EE | $7,805 | $2,546+206.6% | $3,631+114.9% | $2,381+227.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,357 | $4,046+32.4% | $5,479-2.2% | $4,887+9.6% |