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 | $132,609 | $57,352+131.2% | $83,831+58.2% | $64,173+106.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.20% | 11.38%-19.6pp | 850.99%-859.2pp | 7.63%-15.8pp |
| Employer contribution / active EE | $13,827 | $2,546+443.2% | $3,631+280.8% | $2,381+480.8% |
| Participant deferral / active EE | $3,800 | $2,993+27.0% | $4,082-6.9% | $3,470+9.5% |
| Admin fee / account holder | $4,161 | $4,046+2.8% | $5,479-24.1% | $4,887-14.9% |