Filed March 17, 2020 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,096 | $48,337+84.3% | $67,560+31.9% | $80,959+10.1% |
| Participation rate | 86.0% | 66.4%+19.5pp | 72.9%+13.0pp | 67.7%+18.3pp |
| Annual return | 9.90% | 18.26%-8.4pp | 3533.50%-3523.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $3,457 | $2,023+70.9% | $2,737+26.3% | $2,757+25.4% |
| Participant deferral / active EE | $5,417 | $2,928+85.0% | $4,004+35.3% | $4,300+26.0% |
| Admin fee / account holder | $2,982 | $3,695-19.3% | $3,994-25.3% | $6,925-56.9% |