Filed April 1, 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 | $76,613 | $81,358-5.8% | $155,556-50.7% | $80,959-5.4% |
| Participation rate | 95.9% | 66.3%+29.6pp | 78.2%+17.7pp | 67.7%+28.2pp |
| Annual return | 13.66% | 33.39%-19.7pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $3,629 | $3,106+16.8% | $4,675-22.4% | $2,757+31.6% |
| Participant deferral / active EE | $6,060 | $3,455+75.4% | $5,631+7.6% | $4,300+40.9% |
| Admin fee / account holder | $4,971 | $7,994-37.8% | $15,885-68.7% | $6,925-28.2% |