Filed February 3, 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 | $87,925 | $127,386-31.0% | $115,037-23.6% | $125,388-29.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.34% | 31.28%-30.9pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,977 | $5,166-61.7% | $4,608-57.1% | $4,866-59.4% |
| Participant deferral / active EE | $6,299 | $6,423-1.9% | $6,026+4.5% | $5,352+17.7% |
| Admin fee / account holder | $1,322 | $9,516-86.1% | $8,175-83.8% | $9,541-86.1% |