Filed April 5, 2021 (most recent of 5 filings on file)
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 | $236,072 | $76,401+209.0% | $106,387+121.9% | $64,173+267.9% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.5%+10.5pp | 69.6%+18.4pp |
| Annual return | -5.59% | -2.19%-3.4pp | 0.25%-5.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $13,081 | $2,680+388.1% | $3,520+271.7% | $2,381+449.4% |
| Participant deferral / active EE | $16,182 | $4,274+278.6% | $5,421+198.5% | $3,470+366.4% |
| Admin fee / account holder | $21,888 | $4,610+374.8% | $7,510+191.5% | $4,887+347.8% |