Filed June 26, 2019 (most recent of 3 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 | $29,556 | $135,956-78.3% | $123,894-76.1% | $273,972-89.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 9.19% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $5,130 | $5,170-0.8% | $4,617+11.1% | $4,869+5.4% |
| Participant deferral / active EE | $3,941 | $6,343-37.9% | $5,984-34.2% | $5,287-25.5% |
| Admin fee / account holder | $301 | $9,817-96.9% | $8,357-96.4% | $10,133-97.0% |