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 | $151,293 | $45,087+235.6% | $69,483+117.7% | $72,976+107.3% |
| Participation rate | 92.1% | 68.5%+23.6pp | 74.6%+17.5pp | 69.5%+22.6pp |
| Annual return | 19.81% | 22.67%-2.9pp | 28.99%-9.2pp | 81.02%-61.2pp |
| Employer contribution / active EE | $6,259 | $2,055+204.5% | $2,780+125.2% | $2,440+156.5% |
| Participant deferral / active EE | $4,200 | $2,603+61.4% | $3,537+18.8% | $3,608+16.4% |
| Admin fee / account holder | $3,595 | $3,057+17.6% | $3,841-6.4% | $5,124-29.8% |