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 | $32,001 | $62,589-48.9% | $76,768-58.3% | $64,173-50.1% |
| Participation rate | 71.6% | 72.8%-1.2pp | 77.0%-5.4pp | 69.6%+2.0pp |
| Annual return | -6.31% | -1.95%-4.4pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $871 | $1,832-52.5% | $2,485-64.9% | $2,381-63.4% |
| Participant deferral / active EE | $2,444 | $3,145-22.3% | $3,852-36.5% | $3,470-29.6% |
| Admin fee / account holder | $3,416 | $4,667-26.8% | $6,675-48.8% | $4,887-30.1% |