Filed January 15, 2021 (most recent of 3 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 | $119,382 | $64,729+84.4% | $112,263+6.3% | $68,490+74.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.59% | -11.40%-6.2pp | 27.49%-45.1pp | -7.85%-9.7pp |
| Employer contribution / active EE | $4,054 | $2,746+47.6% | $3,636+11.5% | $2,597+56.1% |
| Participant deferral / active EE | $6,315 | $3,566+77.1% | $4,729+33.5% | $4,028+56.8% |
| Admin fee / account holder | $6,747 | $5,222+29.2% | $6,410+5.3% | $5,403+24.9% |