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 | $47,134 | $138,075-65.9% | $123,552-61.9% | $135,379-65.2% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -8.27% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $8,397 | $5,152+63.0% | $4,628+81.4% | $4,779+75.7% |
| Participant deferral / active EE | $4,864 | $6,800-28.5% | $6,426-24.3% | $5,609-13.3% |
| Admin fee / account holder | $3,577 | $10,917-67.2% | $9,285-61.5% | $10,828-67.0% |