Filed August 31, 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 | $127,965 | $138,393-7.5% | $184,256-30.6% | $80,959+58.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 29.76% | 20.01%+9.7pp | 28.85%+0.9pp | 35.67%-5.9pp |
| Employer contribution / active EE | $6,169 | $4,847+27.3% | $6,427-4.0% | $2,757+123.7% |
| Participant deferral / active EE | $14,385 | $7,076+103.3% | $9,133+57.5% | $4,300+234.5% |
| Admin fee / account holder | $2,900 | $10,489-72.4% | $13,899-79.1% | $6,925-58.1% |