Filed November 12, 2019 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,391 | $103,000-65.6% | $90,300-60.8% | $152,885-76.9% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 16.18% | 95.19%-79.0pp | 78.11%-61.9pp | 345.39%-329.2pp |
| Employer contribution / active EE | $2,187 | $3,138-30.3% | $2,854-23.4% | $4,763-54.1% |
| Participant deferral / active EE | $1,983 | $4,281-53.7% | $3,884-49.0% | $5,851-66.1% |
| Admin fee / account holder | $44,312 | $6,173+617.8% | $5,353+727.8% | $11,598+282.1% |