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 | $165,638 | $45,050+267.7% | $63,018+162.8% | $70,126+136.2% |
| Participation rate | 76.3% | 69.5%+6.8pp | 74.8%+1.5pp | 69.5%+6.8pp |
| Annual return | 14.04% | 18.76%-4.7pp | 87.62%-73.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $5,757 | $2,052+180.6% | $2,761+108.5% | $2,343+145.7% |
| Participant deferral / active EE | $3,579 | $2,466+45.2% | $3,330+7.5% | $3,332+7.4% |
| Admin fee / account holder | $10,172 | $2,834+258.9% | $3,601+182.5% | $4,645+119.0% |