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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,809 | $53,837+323.1% | $75,714+200.9% | $85,847+165.4% |
| Participation rate | 78.8% | 69.1%+9.7pp | 74.8%+4.0pp | 69.3%+9.5pp |
| Annual return | 12.44% | 24.54%-12.1pp | 104.62%-92.2pp | 318.61%-306.2pp |
| Employer contribution / active EE | $6,330 | $2,017+213.8% | $2,744+130.7% | $2,565+146.7% |
| Participant deferral / active EE | $4,970 | $2,895+71.7% | $3,820+30.1% | $3,952+25.8% |
| Admin fee / account holder | $21,132 | $3,339+532.9% | $3,619+484.0% | $6,261+237.5% |