Filed April 22, 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 | $75,438 | $138,385-45.5% | $184,243-59.1% | $80,925-6.8% |
| Participation rate | 91.5% | 83.9%+7.6pp | 86.8%+4.6pp | 67.7%+23.8pp |
| Annual return | 13.46% | 20.02%-6.6pp | 28.82%-15.4pp | 35.65%-22.2pp |
| Employer contribution / active EE | $3,194 | $4,851-34.1% | $6,427-50.3% | $2,756+15.9% |
| Participant deferral / active EE | $3,360 | $7,075-52.5% | $9,132-63.2% | $4,299-21.8% |
| Admin fee / account holder | $7,805 | $10,489-25.6% | $13,914-43.9% | $6,940+12.5% |