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 | $49,446 | $82,674-40.2% | $125,363-60.6% | $68,495-27.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.84% | -5.97%-4.9pp | 572.15%-583.0pp | -7.84%-3.0pp |
| Employer contribution / active EE | $3,058 | $3,382-9.6% | $4,815-36.5% | $2,596+17.8% |
| Participant deferral / active EE | $7,152 | $6,111+17.0% | $7,447-4.0% | $4,028+77.6% |
| Admin fee / account holder | $4,572 | $6,276-27.2% | $10,005-54.3% | $5,403-15.4% |