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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,568 | $57,330+178.3% | $86,656+84.1% | $75,177+112.3% |
| Participation rate | 89.1% | 63.2%+25.9pp | 71.7%+17.4pp | 67.2%+21.9pp |
| Annual return | 9.18% | 2675.40%-2666.2pp | 593.09%-583.9pp | 160.75%-151.6pp |
| Employer contribution / active EE | $14,595 | $2,316+530.1% | $3,025+382.4% | $2,671+446.4% |
| Participant deferral / active EE | $8,607 | $3,320+159.2% | $4,439+93.9% | $4,126+108.6% |
| Admin fee / account holder | $10,467 | $4,115+154.4% | $5,619+86.3% | $5,651+85.2% |