Filed July 25, 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 | $186,472 | $54,355+243.1% | $82,744+125.4% | $68,486+172.3% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | -15.86% | -13.67%-2.2pp | 702.22%-718.1pp | -7.85%-8.0pp |
| Employer contribution / active EE | $7,978 | $2,219+259.6% | $3,008+165.2% | $2,597+207.2% |
| Participant deferral / active EE | $7,605 | $3,246+134.3% | $4,395+73.1% | $4,028+88.8% |
| Admin fee / account holder | $5,084 | $4,397+15.6% | $5,325-4.5% | $5,404-5.9% |