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 | $48,327+230.4% | $67,575+136.3% | $80,935+97.3% |
| Participation rate | 89.9% | 66.4%+23.4pp | 72.9%+16.9pp | 67.7%+22.2pp |
| Annual return | 14.01% | 18.31%-4.3pp | 3528.98%-3515.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $12,492 | $2,022+517.7% | $2,736+356.6% | $2,757+353.1% |
| Participant deferral / active EE | $7,502 | $2,927+156.3% | $4,003+87.4% | $4,299+74.5% |
| Admin fee / account holder | $21,268 | $3,692+476.0% | $3,993+432.6% | $6,924+207.1% |