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 | $164,430 | $49,255+233.8% | $70,494+133.3% | $79,856+105.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.78% | 30.10%-17.3pp | 109.16%-96.4pp | 31.71%-18.9pp |
| Employer contribution / active EE | $7,545 | $2,100+259.3% | $2,738+175.5% | $2,471+205.3% |
| Participant deferral / active EE | $4,954 | $2,768+79.0% | $3,711+33.5% | $3,741+32.4% |
| Admin fee / account holder | $10,779 | $2,879+274.4% | $3,848+180.1% | $5,306+103.1% |