Filed April 1, 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 | $117,095 | $75,962+54.1% | $154,108-24.0% | $64,173+82.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.41% | 30.32%-36.7pp | 735.21%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $8,260 | $3,350+146.6% | $5,298+55.9% | $2,381+246.9% |
| Participant deferral / active EE | $4,254 | $3,175+34.0% | $5,081-16.3% | $3,470+22.6% |
| Admin fee / account holder | $16,107 | $5,589+188.2% | $13,411+20.1% | $4,887+229.6% |