Filed May 25, 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 | $15,252 | $43,344-64.8% | $59,899-74.5% | $64,173-76.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.86% | -1.55%+9.4pp | 3.46%+4.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $2,450 | $2,030+20.7% | $2,723-10.0% | $2,381+2.9% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,354 | $3,008-55.0% | $3,592-62.3% | $4,887-72.3% |