Filed April 23, 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 | $131,207 | $94,529+38.8% | $140,019-6.3% | $64,173+104.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.61% | 7.77%-11.4pp | 651.17%-654.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $5,136 | $3,812+34.7% | $5,605-8.4% | $2,381+115.7% |
| Participant deferral / active EE | $6,231 | $5,250+18.7% | $6,927-10.0% | $3,470+79.6% |
| Admin fee / account holder | $1,929 | $6,741-71.4% | $10,705-82.0% | $4,887-60.5% |