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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,407 | $138,102+107.4% | $125,381+128.4% | $134,532+112.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.21% | 750.73%-761.9pp | 572.31%-583.5pp | 418.27%-429.5pp |
| Employer contribution / active EE | $18,014 | $5,245+243.4% | $4,815+274.1% | $4,741+280.0% |
| Participant deferral / active EE | $7,309 | $7,801-6.3% | $7,448-1.9% | $6,401+14.2% |
| Admin fee / account holder | $8,405 | $11,568-27.3% | $10,007-16.0% | $11,429-26.5% |