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 | $101,225 | $76,551+32.2% | $123,894-18.3% | $62,881+61.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.81% | 18.68%-8.9pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,584 | $2,882+24.4% | $4,617-22.4% | $2,281+57.2% |
| Participant deferral / active EE | $9,345 | $4,840+93.1% | $5,984+56.2% | $3,203+191.8% |
| Admin fee / account holder | $14,033 | $4,826+190.8% | $8,357+67.9% | $4,296+226.7% |