Filed July 17, 2019 (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 | $111,915 | $91,198+22.7% | $178,503-37.3% | $79,856+40.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.08% | 24.20%-12.1pp | 151.12%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,202 | $3,257-63.1% | $5,011-76.0% | $2,471-51.4% |
| Participant deferral / active EE | $2,002 | $3,237-38.1% | $5,202-61.5% | $3,741-46.5% |
| Admin fee / account holder | $1,188 | $6,748-82.4% | $13,987-91.5% | $5,306-77.6% |