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 | $125,243 | $56,339+122.3% | $104,299+20.1% | $68,490+82.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -16.14% | -9.19%-7.0pp | 24.62%-40.8pp | -7.85%-8.3pp |
| Employer contribution / active EE | $5,461 | $1,960+178.6% | $3,373+61.9% | $2,597+110.3% |
| Participant deferral / active EE | $7,298 | $3,077+137.2% | $4,626+57.8% | $4,028+81.2% |
| Admin fee / account holder | $16,630 | $4,902+239.3% | $7,339+126.6% | $5,403+207.8% |