Filed August 18, 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 | $69,551 | $69,590-0.1% | $136,867-49.2% | $94,015-26.0% |
| Participation rate | 97.1% | 66.3%+30.7pp | 74.5%+22.5pp | 70.8%+26.2pp |
| Annual return | 14.97% | 19.62%-4.7pp | 42.97%-28.0pp | 17.84%-2.9pp |
| Employer contribution / active EE | $5,105 | $2,396+113.0% | $3,547+43.9% | $2,790+83.0% |
| Participant deferral / active EE | $3,697 | $3,437+7.6% | $4,924-24.9% | $4,249-13.0% |
| Admin fee / account holder | $9,561 | $8,912+7.3% | $10,340-7.5% | $8,951+6.8% |