Filed October 25, 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 | $171,200 | $153,769+11.3% | $133,975+27.8% | $273,972-37.5% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 11.30% | 36.51%-25.2pp | 29.29%-18.0pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,972 | $6,029-67.3% | $5,211-62.2% | $4,869-59.5% |
| Participant deferral / active EE | $4,997 | $6,958-28.2% | $6,282-20.4% | $5,287-5.5% |
| Admin fee / account holder | $625 | $11,765-94.7% | $9,324-93.3% | $10,133-93.8% |