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 | $115,853 | $54,763+111.6% | $90,324+28.3% | $72,976+58.8% |
| Participation rate | 71.1% | 65.2%+6.0pp | 73.3%-2.2pp | 69.5%+1.6pp |
| Annual return | 21.66% | 30.63%-9.0pp | 78.15%-56.5pp | 81.02%-59.4pp |
| Employer contribution / active EE | $1,820 | $2,093-13.0% | $2,856-36.3% | $2,440-25.4% |
| Participant deferral / active EE | $6,058 | $2,887+109.8% | $3,885+55.9% | $3,608+67.9% |
| Admin fee / account holder | $17,536 | $3,973+341.3% | $5,356+227.4% | $5,124+242.2% |