Filed June 14, 2021 (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 | $60,102 | $58,828+2.2% | $78,002-22.9% | $62,881-4.4% |
| Participation rate | 84.8% | 71.1%+13.8pp | 75.5%+9.3pp | 69.3%+15.5pp |
| Annual return | 9.63% | 17.16%-7.5pp | 425.99%-416.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,094 | $1,672+25.3% | $2,470-15.2% | $2,281-8.2% |
| Participant deferral / active EE | $4,092 | $2,686+52.4% | $3,497+17.0% | $3,203+27.8% |
| Admin fee / account holder | $385 | $4,393-91.2% | $5,481-93.0% | $4,296-91.0% |