Filed December 7, 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 | $102,389 | $59,111+73.2% | $86,451+18.4% | $68,490+49.5% |
| Participation rate | 95.7% | 75.2%+20.5pp | 80.3%+15.4pp | 67.9%+27.8pp |
| Annual return | -13.30% | -0.22%-13.1pp | 4398.51%-4411.8pp | -7.85%-5.4pp |
| Employer contribution / active EE | $4,474 | $2,519+77.6% | $3,770+18.7% | $2,597+72.3% |
| Participant deferral / active EE | $9,435 | $5,900+59.9% | $6,953+35.7% | $4,028+134.3% |
| Admin fee / account holder | $6,773 | $5,640+20.1% | $6,734+0.6% | $5,403+25.4% |