Filed May 18, 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 | $112,971 | $56,894+98.6% | $84,753+33.3% | $62,881+79.7% |
| Participation rate | 92.6% | 68.5%+24.1pp | 76.6%+16.0pp | 69.3%+23.3pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $8,700 | $2,400+262.5% | $3,574+143.4% | $2,281+281.4% |
| Participant deferral / active EE | $1,860 | $2,709-31.3% | $3,712-49.9% | $3,203-41.9% |
| Admin fee / account holder | $1,422 | $3,581-60.3% | $5,333-73.3% | $4,296-66.9% |