Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
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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 | $85,841 | $95,404-10.0% | $113,397-24.3% | $82,637+3.9% |
| Participation rate | 73.3% | 72.8%+0.5pp | 76.5%-3.2pp | 68.1%+5.3pp |
| Annual return | 12.19% | 19.08%-6.9pp | 23.20%-11.0pp | 53.51%-41.3pp |
| Employer contribution / active EE | $1,147 | $2,307-50.3% | $2,977-61.5% | $2,552-55.1% |
| Participant deferral / active EE | $5,723 | $4,220+35.6% | $5,076+12.7% | $4,126+38.7% |
| Admin fee / account holder | $13,860 | $9,168+51.2% | $11,957+15.9% | $7,339+88.9% |