Filed January 28, 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 | $213,043 | $183,592+16.0% | $155,574+36.9% | $145,877+46.0% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.2pp | 80.3%+15.2pp |
| Annual return | 12.68% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $12,776 | $5,317+140.3% | $4,676+173.2% | $4,663+174.0% |
| Participant deferral / active EE | $6,644 | $6,466+2.7% | $5,629+18.0% | $6,691-0.7% |
| Admin fee / account holder | $4,195 | $19,316-78.3% | $15,914-73.6% | $13,402-68.7% |