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 | $165,502 | $91,179+81.5% | $178,499-7.3% | $79,852+107.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 26.27% | 24.19%+2.1pp | 151.10%-124.8pp | 31.72%-5.4pp |
| Employer contribution / active EE | $4,971 | $3,256+52.7% | $5,011-0.8% | $2,471+101.2% |
| Participant deferral / active EE | $5,576 | $3,236+72.3% | $5,202+7.2% | $3,740+49.1% |
| Admin fee / account holder | $5,126 | $6,749-24.0% | $13,986-63.3% | $5,306-3.4% |