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 | $117,811 | $185,883-36.6% | $170,043-30.7% | $139,466-15.5% |
| Participation rate | 95.8% | 87.8%+8.1pp | 87.0%+8.8pp | 80.3%+15.5pp |
| Annual return | 21.95% | 60.54%-38.6pp | 53.40%-31.5pp | 373.66%-351.7pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,622 | $11,626-17.2% | $10,410-7.6% | $6,712+43.4% |
| Admin fee / account holder | $33,078 | $15,393+114.9% | $12,824+157.9% | $11,409+189.9% |