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 | $138,385-39.2% | $184,243-54.3% | $80,925+4.0% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.7%+28.9pp |
| Annual return | 13.99% | 20.02%-6.0pp | 28.82%-14.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $3,543 | $4,851-27.0% | $6,427-44.9% | $2,756+28.5% |
| Participant deferral / active EE | $7,762 | $7,075+9.7% | $9,132-15.0% | $4,299+80.6% |
| Admin fee / account holder | $17,215 | $10,489+64.1% | $13,914+23.7% | $6,940+148.1% |