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 | $121,949 | $75,962+60.5% | $154,108-20.9% | $64,173+90.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.64% | 30.32%-36.0pp | 735.21%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,593 | $3,350+67.0% | $5,298+5.6% | $2,381+134.9% |
| Participant deferral / active EE | $4,733 | $3,175+49.1% | $5,081-6.8% | $3,470+36.4% |
| Admin fee / account holder | $8,364 | $5,589+49.6% | $13,411-37.6% | $4,887+71.1% |