Filed July 15, 2019 (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 | $69,411 | $78,707-11.8% | $117,861-41.1% | $70,126-1.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.54% | 23.30%-3.8pp | 335.11%-315.6pp | 73.15%-53.6pp |
| Employer contribution / active EE | $5,384 | $2,223+142.1% | $3,786+42.2% | $2,343+129.8% |
| Participant deferral / active EE | $6,577 | $3,297+99.5% | $4,482+46.7% | $3,332+97.4% |
| Admin fee / account holder | $929 | $5,066-81.7% | $8,021-88.4% | $4,645-80.0% |