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 | $130,299 | $45,152+188.6% | $73,835+76.5% | $59,633+118.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.12% | 27.40%-26.3pp | 2268.13%-2267.0pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $7,653 | $1,901+302.5% | $2,788+174.5% | $2,203+247.5% |
| Participant deferral / active EE | $3,655 | $2,573+42.0% | $3,583+2.0% | $3,192+14.5% |
| Admin fee / account holder | $14,930 | $3,515+324.8% | $4,880+206.0% | $4,297+247.4% |