Filed December 12, 2019 (most recent of 2 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 | $246,411 | $58,258+323.0% | $81,820+201.2% | $80,925+204.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.69% | 41.76%-30.1pp | 777.93%-766.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $21,477 | $2,345+815.7% | $2,915+636.8% | $2,756+679.2% |
| Participant deferral / active EE | $1,836 | $3,284-44.1% | $4,323-57.5% | $4,299-57.3% |
| Admin fee / account holder | $1,812 | $4,976-63.6% | $7,391-75.5% | $6,940-73.9% |