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 | $91,379 | $125,797-27.4% | $170,043-46.3% | $75,173+21.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.85% | 27.20%-10.3pp | 53.40%-36.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $12,284 | $4,616+166.1% | $6,790+80.9% | $2,671+359.9% |
| Participant deferral / active EE | $4,044 | $6,838-40.9% | $10,410-61.2% | $4,126-2.0% |
| Admin fee / account holder | $11,203 | $8,177+37.0% | $12,824-12.6% | $5,651+98.3% |