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 | $89,096 | $48,314+84.4% | $67,561+31.9% | $80,925+10.1% |
| Participation rate | 86.0% | 66.4%+19.6pp | 72.9%+13.1pp | 67.7%+18.3pp |
| Annual return | 9.90% | 18.28%-8.4pp | 3525.44%-3515.5pp | 35.65%-25.7pp |
| Employer contribution / active EE | $3,457 | $2,022+71.0% | $2,735+26.4% | $2,756+25.4% |
| Participant deferral / active EE | $5,417 | $2,927+85.1% | $4,003+35.3% | $4,299+26.0% |
| Admin fee / account holder | $2,982 | $3,690-19.2% | $4,006-25.6% | $6,940-57.0% |