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 | $47,260 | $84,499-44.1% | $125,391-62.3% | $66,949-29.4% |
| Participation rate | 75.7% | 76.4%-0.8pp | 82.4%-6.7pp | 69.8%+5.8pp |
| Annual return | -12.27% | -8.49%-3.8pp | 572.41%-584.7pp | 1.57%-13.8pp |
| Employer contribution / active EE | $2,287 | $3,554-35.7% | $4,816-52.5% | $2,545-10.2% |
| Participant deferral / active EE | $7,429 | $6,785+9.5% | $7,448-0.3% | $4,239+75.2% |
| Admin fee / account holder | $3,231 | $685+371.6% | $10,009-67.7% | $594+444.3% |