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 | $76,897 | $125,797-38.9% | $170,057-54.8% | $75,177+2.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.19% | 27.20%-8.0pp | 53.42%-34.2pp | 160.75%-141.6pp |
| Employer contribution / active EE | $4,010 | $4,616-13.1% | $6,790-41.0% | $2,671+50.1% |
| Participant deferral / active EE | $8,946 | $6,838+30.8% | $10,411-14.1% | $4,126+116.8% |
| Admin fee / account holder | $4,241 | $8,177-48.1% | $12,826-66.9% | $5,651-25.0% |