Filed May 15, 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 | $94,163 | $209,336-55.0% | $197,124-52.2% | $137,256-31.4% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 13.73% | 48.09%-34.4pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,087 | $6,591-53.2% | $6,227-50.4% | $4,156-25.7% |
| Participant deferral / active EE | $4,416 | $9,614-54.1% | $9,135-51.7% | $6,407-31.1% |
| Admin fee / account holder | $2,542 | $17,308-85.3% | $16,298-84.4% | $12,270-79.3% |