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 | $211,845 | $160,059+32.4% | $140,019+51.3% | $135,380+56.5% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -4.60% | 911.48%-916.1pp | 651.17%-655.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,880 | $6,420-70.7% | $5,605-66.5% | $4,779-60.7% |
| Participant deferral / active EE | $5,234 | $7,641-31.5% | $6,927-24.4% | $5,609-6.7% |
| Admin fee / account holder | $549 | $13,328-95.9% | $10,705-94.9% | $10,828-94.9% |