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 | $126,413 | $167,533-24.5% | $151,645-16.6% | $134,545-6.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -16.98% | 7.81%-24.8pp | 3.34%-20.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,929 | $8,985-11.8% | $8,363-5.2% | $6,401+23.9% |
| Admin fee / account holder | $34,554 | $13,781+150.7% | $11,614+197.5% | $11,431+202.3% |