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 | $36,836 | $96,678-61.9% | $86,640-57.5% | $139,466-73.6% |
| Participation rate | 82.6% | 74.4%+8.2pp | 71.7%+10.9pp | 80.3%+2.3pp |
| Annual return | 24.00% | 106.69%-82.7pp | 592.52%-568.5pp | 373.66%-349.7pp |
| Employer contribution / active EE | $3,228 | $3,265-1.1% | $3,024+6.7% | $4,754-32.1% |
| Participant deferral / active EE | $5,494 | $4,837+13.6% | $4,438+23.8% | $6,712-18.1% |
| Admin fee / account holder | $1,368 | $6,410-78.7% | $5,616-75.6% | $11,409-88.0% |