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 | $113,796 | $60,139+89.2% | $90,461+25.8% | $79,856+42.5% |
| Participation rate | 75.6% | 65.0%+10.6pp | 72.7%+2.9pp | 69.6%+5.9pp |
| Annual return | 11.87% | 71.96%-60.1pp | 1294.76%-1282.9pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,905 | $2,069-7.9% | $3,264-41.6% | $2,471-22.9% |
| Participant deferral / active EE | $6,142 | $2,939+109.0% | $3,964+54.9% | $3,741+64.2% |
| Admin fee / account holder | $18,004 | $3,978+352.6% | $5,617+220.5% | $5,306+239.3% |