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 | $227,291-58.6% | $214,702-56.1% | $155,188-39.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 87.5%-4.1pp | 80.8%+2.5pp |
| Annual return | 13.73% | 60.08%-46.3pp | 54.55%-40.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $3,087 | $6,772-54.4% | $6,461-52.2% | $4,248-27.3% |
| Participant deferral / active EE | $4,416 | $9,582-53.9% | $9,147-51.7% | $6,531-32.4% |
| Admin fee / account holder | $2,542 | $20,413-87.5% | $19,830-87.2% | $14,480-82.4% |