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 | $138,366-7.5% | $184,185-30.5% | $80,911+58.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 29.76% | 20.02%+9.7pp | 28.81%+0.9pp | 35.63%-5.9pp |
| Employer contribution / active EE | $6,169 | $4,849+27.2% | $6,426-4.0% | $2,756+123.8% |
| Participant deferral / active EE | $14,385 | $7,074+103.3% | $9,132+57.5% | $4,297+234.8% |
| Admin fee / account holder | $2,900 | $10,484-72.3% | $13,909-79.2% | $6,935-58.2% |