Filed October 28, 2019 (most recent of 6 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 | $31,463 | $168,636-81.3% | $147,618-78.7% | $125,389-74.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.19% | 77.65%-78.8pp | 61.98%-63.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,929 | $5,507-10.5% | $4,895+0.7% | $5,352-7.9% |
| Admin fee / account holder | $8,004 | $13,581-41.1% | $11,612-31.1% | $9,541-16.1% |