Filed April 28, 2020 (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 | $79,973 | $48,050+66.4% | $85,969-7.0% | $59,633+34.1% |
| Participation rate | 85.5% | 64.5%+21.1pp | 76.5%+9.0pp | 68.7%+16.8pp |
| Annual return | -1.30% | 0.29%-1.6pp | 9.32%-10.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $3,737 | $1,640+127.9% | $3,474+7.6% | $2,203+69.7% |
| Participant deferral / active EE | $3,342 | $2,249+48.6% | $3,829-12.7% | $3,192+4.7% |
| Admin fee / account holder | $5,736 | $3,206+78.9% | $6,053-5.2% | $4,297+33.5% |