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 | $122,359 | $60,119+103.5% | $90,430+35.3% | $79,858+53.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.36% | 71.94%-60.6pp | 1293.73%-1282.4pp | 31.72%-20.4pp |
| Employer contribution / active EE | $12,056 | $2,068+483.0% | $3,262+269.6% | $2,471+387.9% |
| Participant deferral / active EE | $5,508 | $2,938+87.5% | $3,963+39.0% | $3,740+47.3% |
| Admin fee / account holder | $23,277 | $3,976+485.4% | $5,613+314.7% | $5,306+338.7% |