Filed May 20, 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 | $138,356 | $95,453+44.9% | $112,040+23.5% | $82,448+67.8% |
| Participation rate | 82.1% | 72.8%+9.4pp | 76.5%+5.7pp | 68.1%+14.1pp |
| Annual return | 15.31% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $4,222 | $2,318+82.2% | $2,954+42.9% | $2,551+65.5% |
| Participant deferral / active EE | $10,912 | $4,224+158.4% | $5,098+114.1% | $4,139+163.6% |
| Admin fee / account holder | $36,032 | $9,013+299.8% | $12,098+197.8% | $7,234+398.1% |