Filed November 20, 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 | $44,612 | $89,739-50.3% | $149,721-70.2% | $62,293-28.4% |
| Participation rate | 81.4% | 85.1%-3.7pp | 87.1%-5.7pp | 69.5%+11.9pp |
| Annual return | 20.27% | 21.01%-0.7pp | 1501.67%-1481.4pp | 28.90%-8.6pp |
| Employer contribution / active EE | $1,785 | $3,233-44.8% | $5,444-67.2% | $2,042-12.6% |
| Participant deferral / active EE | $2,789 | $4,797-41.9% | $6,568-57.5% | $3,169-12.0% |
| Admin fee / account holder | $1,330 | $551+141.2% | $11,282-88.2% | $479+177.4% |