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 | $81,262-5.7% | $155,602-50.8% | $80,911-5.3% |
| Participation rate | 95.9% | 66.2%+29.7pp | 78.2%+17.7pp | 67.6%+28.2pp |
| Annual return | 13.66% | 33.34%-19.7pp | 64.81%-51.1pp | 35.63%-22.0pp |
| Employer contribution / active EE | $3,629 | $3,102+17.0% | $4,675-22.4% | $2,756+31.7% |
| Participant deferral / active EE | $6,060 | $3,451+75.6% | $5,629+7.7% | $4,297+41.0% |
| Admin fee / account holder | $4,971 | $7,992-37.8% | $15,923-68.8% | $6,935-28.3% |