Filed March 2, 2020 (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 | $118,429 | $58,275+103.2% | $81,844+44.7% | $80,935+46.3% |
| Participation rate | 95.1% | 63.5%+31.7pp | 72.4%+22.7pp | 67.7%+27.5pp |
| Annual return | 14.10% | 41.82%-27.7pp | 778.87%-764.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $10,770 | $2,346+359.1% | $2,916+269.3% | $2,757+290.7% |
| Participant deferral / active EE | $5,117 | $3,285+55.8% | $4,323+18.4% | $4,299+19.0% |
| Admin fee / account holder | $2,279 | $4,749-52.0% | $7,355-69.0% | $6,924-67.1% |