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 | $165,890 | $86,655+91.4% | $119,622+38.7% | $66,938+147.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -16.56% | -8.00%-8.6pp | -14.98%-1.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $4,787 | $2,536+88.7% | $4,232+13.1% | $2,545+88.1% |
| Participant deferral / active EE | $5,668 | $4,358+30.1% | $5,601+1.2% | $4,238+33.7% |
| Admin fee / account holder | $519 | $755-31.2% | $10,328-95.0% | $594-12.5% |