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 | $140,488 | $77,460+81.4% | $100,378+40.0% | $80,925+73.6% |
| Participation rate | 93.4% | 76.9%+16.5pp | 81.5%+11.9pp | 67.7%+25.8pp |
| Annual return | 18.64% | 37.24%-18.6pp | 49.41%-30.8pp | 35.65%-17.0pp |
| Employer contribution / active EE | $5,019 | $2,801+79.2% | $3,942+27.3% | $2,756+82.1% |
| Participant deferral / active EE | $11,265 | $6,818+65.2% | $8,087+39.3% | $4,299+162.1% |
| Admin fee / account holder | $8,183 | $5,887+39.0% | $7,899+3.6% | $6,940+17.9% |