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 | $158,568 | $143,969+10.1% | $199,883-20.7% | $82,637+91.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 16.89% | 25.67%-8.8pp | 43.81%-26.9pp | 53.51%-36.6pp |
| Employer contribution / active EE | $6,846 | $4,632+47.8% | $6,261+9.3% | $2,552+168.2% |
| Participant deferral / active EE | $15,136 | $6,937+118.2% | $9,138+65.6% | $4,126+266.8% |
| Admin fee / account holder | $6,459 | $14,597-55.8% | $17,268-62.6% | $7,339-12.0% |