Filed February 3, 2020 (most recent of 4 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,683 | $66,302+98.6% | $110,243+19.4% | $56,287+133.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -5.54% | -1.18%-4.4pp | 314.76%-320.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $4,348 | $2,047+112.4% | $3,827+13.6% | $2,111+106.0% |
| Participant deferral / active EE | $5,037 | $3,381+49.0% | $4,672+7.8% | $3,350+50.4% |
| Admin fee / account holder | $457 | $698-34.6% | $8,548-94.7% | $521-12.4% |