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 | $74,383 | $81,208-8.4% | $98,920-24.8% | $79,852-6.8% |
| Participation rate | 76.7% | 72.5%+4.2pp | 76.0%+0.7pp | 69.6%+7.1pp |
| Annual return | 12.30% | 60.99%-48.7pp | 196.47%-184.2pp | 31.72%-19.4pp |
| Employer contribution / active EE | $1,807 | $1,960-7.8% | $2,689-32.8% | $2,471-26.9% |
| Participant deferral / active EE | $3,059 | $3,265-6.3% | $4,245-27.9% | $3,740-18.2% |
| Admin fee / account holder | $13,806 | $6,013+129.6% | $6,643+107.8% | $5,306+160.2% |