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 | $58,275+222.1% | $81,844+129.4% | $80,935+131.9% |
| Participation rate | 91.0% | 63.5%+27.6pp | 72.4%+18.7pp | 67.7%+23.4pp |
| Annual return | 14.87% | 41.82%-26.9pp | 778.87%-764.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $8,112 | $2,346+245.8% | $2,916+178.2% | $2,757+194.3% |
| Participant deferral / active EE | $4,619 | $3,285+40.6% | $4,323+6.8% | $4,299+7.4% |
| Admin fee / account holder | $6,055 | $4,749+27.5% | $7,355-17.7% | $6,924-12.6% |