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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,909 | $47,479+72.5% | $62,929+30.2% | $82,448-0.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.55% | 20.34%-7.8pp | 1063.93%-1051.4pp | 41.64%-29.1pp |
| Employer contribution / active EE | $6,033 | $1,885+220.0% | $2,505+140.9% | $2,551+136.5% |
| Participant deferral / active EE | $4,663 | $2,870+62.5% | $3,888+19.9% | $4,139+12.7% |
| Admin fee / account holder | $22,794 | $3,804+499.2% | $5,065+350.1% | $7,234+215.1% |