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 | $37,283 | $109,872-66.1% | $98,483-62.1% | $167,536-77.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 12.04% | 1959.31%-1947.3pp | 1494.38%-1482.3pp | 478.82%-466.8pp |
| Employer contribution / active EE | $2,649 | $3,225-17.8% | $2,961-10.5% | $4,839-45.2% |
| Participant deferral / active EE | $4,639 | $4,673-0.7% | $4,276+8.5% | $6,342-26.9% |
| Admin fee / account holder | $880 | $6,757-87.0% | $5,953-85.2% | $12,315-92.9% |