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 | $136,575 | $93,617+45.9% | $135,982+0.4% | $75,177+81.7% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 18.71% | 30.89%-12.2pp | 68.32%-49.6pp | 160.75%-142.0pp |
| Employer contribution / active EE | $3,551 | $3,538+0.4% | $4,859-26.9% | $2,671+33.0% |
| Participant deferral / active EE | $10,122 | $6,406+58.0% | $7,760+30.4% | $4,126+145.3% |
| Admin fee / account holder | $24,656 | $6,980+253.3% | $10,767+129.0% | $5,651+336.3% |