Filed September 24, 2019 (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 | $73,906 | $45,152+63.7% | $73,836+0.1% | $59,633+23.9% |
| Participation rate | 90.5% | 64.0%+26.5pp | 73.4%+17.0pp | 68.7%+21.8pp |
| Annual return | 0.80% | 27.40%-26.6pp | 2268.06%-2267.3pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,912 | $1,901+0.6% | $2,787-31.4% | $2,203-13.2% |
| Participant deferral / active EE | $6,774 | $2,573+163.3% | $3,583+89.1% | $3,192+112.2% |
| Admin fee / account holder | $8,101 | $3,515+130.5% | $4,882+65.9% | $4,297+88.5% |