Filed February 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,441 | $165,381+135.5% | $149,730+160.1% | $158,966+145.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.51% | 348.29%-343.8pp | 276.70%-272.2pp | 302.95%-298.4pp |
| Employer contribution / active EE | $22,227 | $5,104+335.5% | $4,645+378.5% | $4,762+366.7% |
| Participant deferral / active EE | $6,693 | $7,182-6.8% | $6,843-2.2% | $5,983+11.9% |
| Admin fee / account holder | $57,181 | $10,809+429.0% | $9,310+514.2% | $11,250+408.3% |