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 | $49,976+39.2% | $66,674+4.3% | $82,637-15.8% |
| Participation rate | 97.1% | 63.1%+34.0pp | 73.7%+23.4pp | 68.1%+29.0pp |
| Annual return | 14.97% | 39.09%-24.1pp | 321.24%-306.3pp | 53.51%-38.5pp |
| Employer contribution / active EE | $5,105 | $1,988+156.8% | $2,620+94.8% | $2,552+100.0% |
| Participant deferral / active EE | $3,697 | $2,847+29.9% | $4,084-9.5% | $4,126-10.4% |
| Admin fee / account holder | $9,561 | $4,594+108.1% | $5,098+87.5% | $7,339+30.3% |