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 | $62,560 | $183,988-66.0% | $162,177-61.4% | $152,897-59.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.96% | 150.79%-124.8pp | 115.60%-89.6pp | 345.43%-319.5pp |
| Employer contribution / active EE | $4,359 | $6,370-31.6% | $5,613-22.3% | $4,764-8.5% |
| Participant deferral / active EE | $6,363 | $8,032-20.8% | $7,297-12.8% | $5,851+8.8% |
| Admin fee / account holder | $594 | $13,123-95.5% | $10,843-94.5% | $11,599-94.9% |