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 | $275,752-65.9% | $256,809-63.3% | $198,609-52.6% |
| Participation rate | 83.3% | 89.2%-5.8pp | 88.5%-5.2pp | 82.4%+1.0pp |
| Annual return | 13.73% | 34.81%-21.1pp | 32.73%-19.0pp | 202.70%-189.0pp |
| Employer contribution / active EE | $3,087 | $7,721-60.0% | $7,263-57.5% | $5,055-38.9% |
| Participant deferral / active EE | $4,416 | $10,037-56.0% | $9,520-53.6% | $6,977-36.7% |
| Admin fee / account holder | $2,542 | $25,716-90.1% | $25,146-89.9% | $19,030-86.6% |