Filed March 9, 2020 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,013 | $54,355+461.1% | $82,744+268.6% | $68,486+345.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.90% | -13.67%-3.2pp | 702.22%-719.1pp | -7.85%-9.0pp |
| Employer contribution / active EE | $9,502 | $2,219+328.3% | $3,008+215.9% | $2,597+266.0% |
| Participant deferral / active EE | $14,934 | $3,246+360.0% | $4,395+239.8% | $4,028+270.8% |
| Admin fee / account holder | $32,319 | $4,397+635.1% | $5,325+506.9% | $5,404+498.1% |