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 | $73,839 | $185,905-60.3% | $170,057-56.6% | $139,487-47.1% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 16.75% | 60.56%-43.8pp | 53.42%-36.7pp | 373.84%-357.1pp |
| Employer contribution / active EE | $3,066 | $7,597-59.6% | $6,790-54.9% | $4,755-35.5% |
| Participant deferral / active EE | $3,732 | $11,627-67.9% | $10,411-64.2% | $6,713-44.4% |
| Admin fee / account holder | $931 | $15,397-94.0% | $12,826-92.7% | $11,407-91.8% |