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 | $58,234+103.4% | $81,783+44.8% | $80,874+46.4% |
| Participation rate | 95.1% | 63.4%+31.7pp | 72.4%+22.8pp | 67.6%+27.5pp |
| Annual return | 14.10% | 41.70%-27.6pp | 775.05%-761.0pp | 35.62%-21.5pp |
| Employer contribution / active EE | $10,770 | $2,341+360.0% | $2,913+269.8% | $2,756+290.8% |
| Participant deferral / active EE | $5,117 | $3,283+55.9% | $4,320+18.4% | $4,297+19.1% |
| Admin fee / account holder | $2,279 | $4,982-54.2% | $7,380-69.1% | $6,935-67.1% |