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 | $184,148 | $54,370+238.7% | $82,763+122.5% | $68,490+168.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.53% | -13.67%-3.9pp | 702.45%-720.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $14,702 | $2,219+562.5% | $3,008+388.7% | $2,597+466.2% |
| Participant deferral / active EE | $7,946 | $3,247+144.7% | $4,395+80.8% | $4,028+97.3% |
| Admin fee / account holder | $8,149 | $4,398+85.3% | $5,325+53.0% | $5,403+50.8% |