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 | $42,887 | $94,529-54.6% | $140,019-69.4% | $64,173-33.2% |
| Participation rate | 92.2% | 84.1%+8.1pp | 87.5%+4.7pp | 69.6%+22.6pp |
| Annual return | -6.94% | 7.77%-14.7pp | 651.17%-658.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,922 | $3,812-49.6% | $5,605-65.7% | $2,381-19.3% |
| Participant deferral / active EE | $4,641 | $5,250-11.6% | $6,927-33.0% | $3,470+33.8% |
| Admin fee / account holder | $2,665 | $6,741-60.5% | $10,705-75.1% | $4,887-45.5% |