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 | $89,969 | $167,522-46.3% | $151,639-40.7% | $134,532-33.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.35% | 7.81%-24.2pp | 3.34%-19.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $6,742 | $6,828-1.3% | $6,165+9.4% | $4,741+42.2% |
| Participant deferral / active EE | $11,055 | $8,986+23.0% | $8,363+32.2% | $6,401+72.7% |
| Admin fee / account holder | $10,015 | $13,780-27.3% | $11,613-13.8% | $11,429-12.4% |