Filed January 21, 2020 (most recent of 2 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,987 | $72,071+439.7% | $68,368+469.0% | $137,256+183.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.44% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $22,407 | $2,788+703.7% | $2,649+745.9% | $4,156+439.2% |
| Participant deferral / active EE | $19,078 | $4,410+332.6% | $4,123+362.7% | $6,407+197.8% |
| Admin fee / account holder | $1,723 | $5,336-67.7% | $5,150-66.5% | $12,270-86.0% |