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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,927 | $160,059-66.3% | $140,019-61.5% | $135,380-60.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.54% | 911.48%-922.0pp | 651.17%-661.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $4,525 | $6,420-29.5% | $5,605-19.3% | $4,779-5.3% |
| Participant deferral / active EE | $7,884 | $7,641+3.2% | $6,927+13.8% | $5,609+40.6% |
| Admin fee / account holder | $2,467 | $13,328-81.5% | $10,705-77.0% | $10,828-77.2% |