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 | $48,314+230.5% | $67,561+136.3% | $80,925+97.3% |
| Participation rate | 89.9% | 66.4%+23.5pp | 72.9%+17.0pp | 67.7%+22.2pp |
| Annual return | 14.01% | 18.28%-4.3pp | 3525.44%-3511.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $12,492 | $2,022+517.9% | $2,735+356.8% | $2,756+353.2% |
| Participant deferral / active EE | $7,502 | $2,927+156.4% | $4,003+87.4% | $4,299+74.5% |
| Admin fee / account holder | $21,268 | $3,690+476.4% | $4,006+431.0% | $6,940+206.4% |