Filed January 22, 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 | $32,349 | $100,895-67.9% | $90,430-64.2% | $158,950-79.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 10.10% | 1725.54%-1715.4pp | 1293.73%-1283.6pp | 302.91%-292.8pp |
| Employer contribution / active EE | $2,947 | $3,689-20.1% | $3,262-9.6% | $4,762-38.1% |
| Participant deferral / active EE | $5,045 | $4,347+16.1% | $3,963+27.3% | $5,983-15.7% |
| Admin fee / account holder | $843 | $6,505-87.0% | $5,613-85.0% | $11,248-92.5% |