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 | $82,050 | $181,896-54.9% | $156,551-47.6% | $273,972-70.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.55% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $9,588 | $6,248+53.5% | $5,501+74.3% | $4,869+96.9% |
| Participant deferral / active EE | $5,159 | $5,550-7.0% | $4,871+5.9% | $5,287-2.4% |
| Admin fee / account holder | $314 | $15,560-98.0% | $13,028-97.6% | $10,133-96.9% |