Filed April 5, 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 | $184,505 | $103,038+79.1% | $90,324+104.3% | $152,909+20.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 23.60% | 95.25%-71.7pp | 78.15%-54.5pp | 345.46%-321.9pp |
| Employer contribution / active EE | $4,959 | $3,141+57.9% | $2,856+73.7% | $4,764+4.1% |
| Participant deferral / active EE | $7,948 | $4,282+85.6% | $3,885+104.6% | $5,851+35.8% |
| Admin fee / account holder | $1,341 | $6,177-78.3% | $5,356-75.0% | $11,601-88.4% |