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 | $204,950 | $65,367+213.5% | $92,915+120.6% | $72,976+180.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 44.22% | 42.11%+2.1pp | 109.45%-65.2pp | 81.02%-36.8pp |
| Employer contribution / active EE | $12,415 | $2,594+378.6% | $3,653+239.8% | $2,440+408.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $78,135 | $4,251+1737.8% | $5,796+1248.2% | $5,124+1424.9% |