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 | $123,484 | $77,817+58.7% | $123,553-0.1% | $64,173+92.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.83% | 12.49%-18.3pp | 119.21%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,973 | $3,014+31.8% | $4,628-14.1% | $2,381+66.9% |
| Participant deferral / active EE | $11,748 | $5,240+124.2% | $6,426+82.8% | $3,470+238.6% |
| Admin fee / account holder | $18,779 | $5,519+240.3% | $9,284+102.3% | $4,887+284.2% |