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 | $128,806 | $82,678+55.8% | $125,391+2.7% | $68,490+88.1% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -17.34% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $3,651 | $3,382+8.0% | $4,816-24.2% | $2,597+40.6% |
| Participant deferral / active EE | $10,389 | $6,111+70.0% | $7,448+39.5% | $4,028+157.9% |
| Admin fee / account holder | $6,997 | $6,277+11.5% | $10,009-30.1% | $5,403+29.5% |