Filed April 15, 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 | $84,134 | $138,393-39.2% | $184,256-54.3% | $80,959+3.9% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.7%+28.9pp |
| Annual return | 13.99% | 20.01%-6.0pp | 28.85%-14.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,543 | $4,847-26.9% | $6,427-44.9% | $2,757+28.5% |
| Participant deferral / active EE | $7,762 | $7,076+9.7% | $9,133-15.0% | $4,300+80.5% |
| Admin fee / account holder | $17,215 | $10,489+64.1% | $13,899+23.9% | $6,925+148.6% |