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 | $61,125+13.8% | $94,057-26.1% | $87,485-20.5% |
| Participation rate | 97.1% | 64.1%+33.0pp | 73.3%+23.7pp | 68.9%+28.1pp |
| Annual return | 14.97% | 35.20%-20.2pp | 480.62%-465.7pp | 26.06%-11.1pp |
| Employer contribution / active EE | $5,105 | $2,136+139.0% | $2,933+74.1% | $2,596+96.6% |
| Participant deferral / active EE | $3,697 | $3,260+13.4% | $4,709-21.5% | $4,274-13.5% |
| Admin fee / account holder | $9,561 | $5,629+69.9% | $7,244+32.0% | $7,775+23.0% |