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 | $34,019 | $181,895-81.3% | $156,551-78.3% | $273,973-87.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.88% | 30.74%-24.9pp | 32.23%-26.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,365 | $5,550-57.4% | $4,871-51.4% | $5,287-55.3% |
| Admin fee / account holder | $1,742 | $15,560-88.8% | $13,028-86.6% | $10,133-82.8% |