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 | $163,534 | $86,341+89.4% | $125,192+30.6% | $65,185+150.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 21.81% | 27.44%-5.6pp | 43.79%-22.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $4,879 | $2,040+139.2% | $3,866+26.2% | $2,177+124.2% |
| Participant deferral / active EE | $5,885 | $3,538+66.3% | $4,937+19.2% | $3,514+67.5% |
| Admin fee / account holder | $480 | $609-21.3% | $9,704-95.1% | $847-43.4% |