Filed December 11, 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 | $132,121 | $105,198+25.6% | $159,455-17.1% | $85,856+53.9% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.8%-6.8pp | 69.3%+6.7pp |
| Annual return | 14.69% | 45.08%-30.4pp | 263.63%-248.9pp | 318.58%-303.9pp |
| Employer contribution / active EE | $4,023 | $3,319+21.2% | $4,830-16.7% | $2,565+56.8% |
| Participant deferral / active EE | $7,482 | $5,946+25.8% | $7,353+1.7% | $3,952+89.3% |
| Admin fee / account holder | $3,060 | $6,934-55.9% | $10,800-71.7% | $6,261-51.1% |