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 | $146,176 | $102,393+42.8% | $147,041-0.6% | $80,911+80.7% |
| Participation rate | 92.7% | 75.9%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 12.29% | 134.95%-122.7pp | 419.21%-406.9pp | 35.63%-23.3pp |
| Employer contribution / active EE | $9,734 | $3,715+162.0% | $4,935+97.3% | $2,756+253.2% |
| Participant deferral / active EE | $13,692 | $6,647+106.0% | $8,071+69.6% | $4,297+218.6% |
| Admin fee / account holder | $14,817 | $7,943+86.5% | $13,006+13.9% | $6,935+113.7% |