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 | $15,669 | $65,712-76.2% | $57,196-72.6% | $273,972-94.3% |
| Participation rate | 88.2% | 78.3%+9.9pp | 75.3%+12.9pp | 83.0%+5.2pp |
| Annual return | 6.72% | 22.01%-15.3pp | 14.59%-7.9pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,299 | $3,782-39.2% | $3,096-25.7% | $5,287-56.5% |
| Admin fee / account holder | $2,737 | $4,838-43.4% | $3,141-12.8% | $10,133-73.0% |