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 | $124,856 | $201,372-38.0% | $184,260-32.2% | $145,884-14.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.30% | 29.04%-15.7pp | 28.84%-15.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $3,161 | $7,024-55.0% | $6,427-50.8% | $4,662-32.2% |
| Participant deferral / active EE | $4,923 | $9,808-49.8% | $9,133-46.1% | $6,690-26.4% |
| Admin fee / account holder | $197,421 | $16,362+1106.6% | $13,898+1320.5% | $13,392+1374.2% |