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 | $48,273 | $100,060-51.8% | $149,721-67.8% | $70,126-31.2% |
| Participation rate | 91.8% | 83.6%+8.2pp | 87.1%+4.7pp | 69.5%+22.3pp |
| Annual return | 21.57% | 27.46%-5.9pp | 1501.67%-1480.1pp | 73.15%-51.6pp |
| Employer contribution / active EE | $2,166 | $3,661-40.8% | $5,444-60.2% | $2,343-7.6% |
| Participant deferral / active EE | $5,215 | $4,982+4.7% | $6,568-20.6% | $3,332+56.5% |
| Admin fee / account holder | $1,089 | $8,285-86.9% | $11,282-90.4% | $4,645-76.6% |