Filed August 12, 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 | $34,118 | $85,766-60.2% | $136,298-75.0% | $70,126-51.3% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 38.43% | 31.46%+7.0pp | 5156.27%-5117.8pp | 73.15%-34.7pp |
| Employer contribution / active EE | $902 | $2,966-69.6% | $4,696-80.8% | $2,343-61.5% |
| Participant deferral / active EE | $4,395 | $5,051-13.0% | $6,247-29.7% | $3,332+31.9% |
| Admin fee / account holder | $3,557 | $5,421-34.4% | $9,244-61.5% | $4,645-23.4% |