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 | $53,681 | $98,776-45.7% | $149,745-64.2% | $79,856-32.8% |
| Participation rate | 77.3% | 75.8%+1.5pp | 82.5%-5.1pp | 69.6%+7.7pp |
| Annual return | 26.74% | 27.38%-0.6pp | 276.72%-250.0pp | 31.71%-5.0pp |
| Employer contribution / active EE | $2,074 | $3,217-35.5% | $4,646-55.4% | $2,471-16.1% |
| Participant deferral / active EE | $6,960 | $5,681+22.5% | $6,843+1.7% | $3,741+86.1% |
| Admin fee / account holder | $3,843 | $6,053-36.5% | $9,312-58.7% | $5,306-27.6% |