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 | $149,281 | $60,119+148.3% | $90,414+65.1% | $79,860+86.9% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+27.9pp |
| Annual return | 11.17% | 71.94%-60.8pp | 1293.19%-1282.0pp | 31.72%-20.5pp |
| Employer contribution / active EE | $14,751 | $2,068+613.4% | $3,262+352.2% | $2,471+497.0% |
| Participant deferral / active EE | $8,303 | $2,938+182.6% | $3,963+109.5% | $3,740+122.0% |
| Admin fee / account holder | $15,531 | $3,976+290.6% | $5,611+176.8% | $5,306+192.7% |