Filed December 30, 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 | $29,837 | $67,602-55.9% | $82,312-63.8% | $70,126-57.5% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.9%+21.7pp | 69.5%+29.0pp |
| Annual return | 16.78% | 21.57%-4.8pp | 25.88%-9.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,800 | $1,755+2.5% | $2,428-25.9% | $2,343-23.2% |
| Participant deferral / active EE | $2,875 | $2,987-3.8% | $3,706-22.4% | $3,332-13.7% |
| Admin fee / account holder | $1,279 | $4,512-71.6% | $5,608-77.2% | $4,645-72.5% |