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 | $104,726 | $110,083-4.9% | $151,645-30.9% | $68,490+52.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -9.62% | -10.12%+0.5pp | 3.34%-13.0pp | -7.85%-1.8pp |
| Employer contribution / active EE | $7,154 | $4,470+60.0% | $6,165+16.0% | $2,597+175.5% |
| Participant deferral / active EE | $7,386 | $6,526+13.2% | $8,363-11.7% | $4,028+83.4% |
| Admin fee / account holder | $46,359 | $7,718+500.7% | $11,614+299.2% | $5,403+758.0% |