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 | $29,662 | $92,766-68.0% | $82,763-64.2% | $134,545-78.0% |
| Participation rate | 82.6% | 75.2%+7.4pp | 72.6%+10.0pp | 81.2%+1.4pp |
| Annual return | -12.75% | 946.97%-959.7pp | 702.45%-715.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $2,304 | $3,273-29.6% | $3,008-23.4% | $4,742-51.4% |
| Participant deferral / active EE | $4,041 | $4,802-15.8% | $4,395-8.0% | $6,401-36.9% |
| Admin fee / account holder | $729 | $5,978-87.8% | $5,325-86.3% | $11,431-93.6% |