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 | $70,292 | $76,371-8.0% | $93,621-24.9% | $72,975-3.7% |
| Participation rate | 81.8% | 71.8%+10.1pp | 75.8%+6.0pp | 69.5%+12.3pp |
| Annual return | 31.41% | 25.82%+5.6pp | 32.76%-1.3pp | 81.01%-49.6pp |
| Employer contribution / active EE | $2,014 | $2,276-11.5% | $2,719-25.9% | $2,440-17.5% |
| Participant deferral / active EE | $3,332 | $3,538-5.8% | $4,070-18.1% | $3,608-7.6% |
| Admin fee / account holder | $12,752 | $6,839+86.5% | $7,890+61.6% | $5,124+148.9% |