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 | $223,823-57.9% | $211,142-55.4% | $154,746-39.2% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 13.73% | 50.39%-36.7pp | 46.84%-33.1pp | 172.34%-158.6pp |
| Employer contribution / active EE | $3,087 | $6,787-54.5% | $6,442-52.1% | $4,379-29.5% |
| Participant deferral / active EE | $4,416 | $9,750-54.7% | $9,284-52.4% | $6,730-34.4% |
| Admin fee / account holder | $2,542 | $19,707-87.1% | $19,076-86.7% | $14,365-82.3% |