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 | $113,536 | $53,127+113.7% | $86,587+31.1% | $70,131+61.9% |
| Participation rate | 95.7% | 65.3%+30.3pp | 73.5%+22.1pp | 69.5%+26.1pp |
| Annual return | 14.25% | 27.66%-13.4pp | 964.86%-950.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $9,640 | $2,068+366.1% | $2,839+239.5% | $2,342+311.5% |
| Participant deferral / active EE | $6,758 | $2,696+150.7% | $3,609+87.3% | $3,332+102.8% |
| Admin fee / account holder | $17,280 | $3,585+381.9% | $4,906+252.2% | $4,645+272.0% |