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 | $129,226 | $54,353+137.8% | $82,726+56.2% | $68,498+88.7% |
| Participation rate | 89.7% | 63.9%+25.8pp | 72.6%+17.2pp | 67.9%+21.9pp |
| Annual return | -14.89% | -13.67%-1.2pp | 701.33%-716.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $12,749 | $2,218+474.7% | $3,009+323.7% | $2,596+391.0% |
| Participant deferral / active EE | $7,870 | $3,246+142.4% | $4,394+79.1% | $4,027+95.4% |
| Admin fee / account holder | $13,369 | $4,396+204.1% | $5,328+150.9% | $5,403+147.4% |