Filed February 5, 2021 (most recent of 5 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 | $48,476 | $100,060-51.6% | $149,721-67.6% | $70,126-30.9% |
| Participation rate | 71.9% | 83.6%-11.7pp | 87.1%-15.2pp | 69.5%+2.4pp |
| Annual return | 15.28% | 27.46%-12.2pp | 1501.67%-1486.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,386 | $3,661-62.1% | $5,444-74.5% | $2,343-40.8% |
| Participant deferral / active EE | $2,441 | $4,982-51.0% | $6,568-62.8% | $3,332-26.7% |
| Admin fee / account holder | $11,616 | $8,285+40.2% | $11,282+3.0% | $4,645+150.1% |