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 | $73,775 | $67,411+9.4% | $91,004-18.9% | $70,126+5.2% |
| Participation rate | 87.3% | 71.4%+16.0pp | 75.6%+11.7pp | 69.5%+17.8pp |
| Annual return | 15.38% | -40.16%+55.5pp | 4.60%+10.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $2,245 | $1,786+25.7% | $2,456-8.6% | $2,343-4.2% |
| Participant deferral / active EE | $4,405 | $2,823+56.0% | $3,548+24.2% | $3,332+32.2% |
| Admin fee / account holder | $3,850 | $4,236-9.1% | $5,417-28.9% | $4,645-17.1% |