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 | $181,582 | $47,479+282.4% | $62,929+188.6% | $82,448+120.2% |
| Participation rate | 98.5% | 66.9%+31.6pp | 73.1%+25.4pp | 68.1%+30.4pp |
| Annual return | 18.18% | 20.34%-2.2pp | 1063.93%-1045.8pp | 41.64%-23.5pp |
| Employer contribution / active EE | $17,753 | $1,885+841.6% | $2,505+608.8% | $2,551+595.9% |
| Participant deferral / active EE | $9,121 | $2,870+217.7% | $3,888+134.6% | $4,139+120.3% |
| Admin fee / account holder | $12,540 | $3,804+229.7% | $5,065+147.6% | $7,234+73.3% |