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 | $222,239 | $65,440+239.6% | $98,506+125.6% | $85,851+158.9% |
| Participation rate | 96.7% | 65.0%+31.7pp | 73.3%+23.3pp | 69.3%+27.3pp |
| Annual return | 15.95% | 21.75%-5.8pp | 1494.92%-1479.0pp | 318.63%-302.7pp |
| Employer contribution / active EE | $6,762 | $2,169+211.8% | $2,961+128.4% | $2,565+163.6% |
| Participant deferral / active EE | $6,103 | $3,168+92.6% | $4,277+42.7% | $3,952+54.4% |
| Admin fee / account holder | $3,944 | $4,596-14.2% | $5,955-33.8% | $6,261-37.0% |