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 | $70,243 | $201,372-65.1% | $184,260-61.9% | $145,884-51.8% |
| Participation rate | 86.4% | 87.5%-1.1pp | 86.8%-0.5pp | 80.3%+6.1pp |
| Annual return | 10.73% | 29.04%-18.3pp | 28.84%-18.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,014 | $7,024-57.1% | $6,427-53.1% | $4,662-35.4% |
| Participant deferral / active EE | $3,827 | $9,808-61.0% | $9,133-58.1% | $6,690-42.8% |
| Admin fee / account holder | $1,070 | $16,362-93.5% | $13,898-92.3% | $13,392-92.0% |