Filed September 30, 2020 (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 | $159,677 | $48,337+230.3% | $67,560+136.3% | $80,959+97.2% |
| Participation rate | 89.9% | 66.4%+23.4pp | 72.9%+16.9pp | 67.7%+22.2pp |
| Annual return | 14.01% | 18.26%-4.3pp | 3533.50%-3519.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $12,492 | $2,023+517.6% | $2,737+356.5% | $2,757+353.1% |
| Participant deferral / active EE | $7,502 | $2,928+156.2% | $4,004+87.4% | $4,300+74.5% |
| Admin fee / account holder | $21,268 | $3,695+475.5% | $3,994+432.5% | $6,925+207.1% |