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 | $127,428 | $43,344+194.0% | $59,899+112.7% | $64,173+98.6% |
| Participation rate | 97.5% | 69.2%+28.3pp | 74.7%+22.8pp | 69.6%+27.9pp |
| Annual return | -5.11% | -1.55%-3.6pp | 3.46%-8.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,032 | $2,030+197.2% | $2,723+121.5% | $2,381+153.4% |
| Participant deferral / active EE | $4,029 | $2,547+58.2% | $3,402+18.4% | $3,470+16.1% |
| Admin fee / account holder | $2,089 | $3,008-30.5% | $3,592-41.8% | $4,887-57.2% |