Filed December 4, 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 | $108,503 | $76,551+41.7% | $123,894-12.4% | $62,881+72.6% |
| Participation rate | 83.3% | 73.0%+10.4pp | 81.4%+1.9pp | 69.3%+14.0pp |
| Annual return | 15.67% | 18.68%-3.0pp | 47.52%-31.8pp | 20.14%-4.5pp |
| Employer contribution / active EE | $9,083 | $2,882+215.1% | $4,617+96.7% | $2,281+298.2% |
| Participant deferral / active EE | $6,429 | $4,840+32.8% | $5,984+7.4% | $3,203+100.7% |
| Admin fee / account holder | $17,778 | $4,826+268.4% | $8,357+112.7% | $4,296+313.9% |