Filed October 28, 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 | $187,711 | $58,258+222.2% | $81,820+129.4% | $80,925+132.0% |
| Participation rate | 91.0% | 63.5%+27.6pp | 72.4%+18.7pp | 67.7%+23.4pp |
| Annual return | 14.87% | 41.76%-26.9pp | 777.93%-763.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $8,112 | $2,345+245.9% | $2,915+178.3% | $2,756+194.3% |
| Participant deferral / active EE | $4,619 | $3,284+40.7% | $4,323+6.9% | $4,299+7.5% |
| Admin fee / account holder | $6,055 | $4,976+21.7% | $7,391-18.1% | $6,940-12.7% |