Filed July 10, 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 | $150,541 | $90,606+66.2% | $79,466+89.4% | $135,379+11.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.09% | 977.69%-985.8pp | 718.28%-726.4pp | 519.79%-527.9pp |
| Employer contribution / active EE | $5,585 | $3,068+82.0% | $2,800+99.4% | $4,779+16.9% |
| Participant deferral / active EE | $11,544 | $4,050+185.0% | $3,704+211.7% | $5,609+105.8% |
| Admin fee / account holder | $11,640 | $5,895+97.5% | $5,104+128.0% | $10,828+7.5% |