Filed November 19, 2020 (most recent of 2 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 | $106,803 | $184,000-42.0% | $162,185-34.1% | $152,909-30.2% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.6%+8.1pp | 82.5%+13.2pp |
| Annual return | 28.28% | 150.80%-122.5pp | 115.61%-87.3pp | 345.46%-317.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,604 | $8,033-5.3% | $7,297+4.2% | $5,851+30.0% |
| Admin fee / account holder | $14,936 | $13,124+13.8% | $10,844+37.7% | $11,601+28.7% |