Filed July 9, 2021 (most recent of 4 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 | $150,924 | $102,422+47.4% | $147,117+2.6% | $80,959+86.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 14.86% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $4,725 | $3,717+27.1% | $4,932-4.2% | $2,757+71.4% |
| Participant deferral / active EE | $14,887 | $6,652+123.8% | $8,065+84.6% | $4,300+246.2% |
| Admin fee / account holder | $13,050 | $7,953+64.1% | $12,993+0.4% | $6,925+88.4% |