Filed July 2, 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 | $49,115 | $76,551-35.8% | $123,894-60.4% | $62,881-21.9% |
| Participation rate | 83.8% | 73.0%+10.8pp | 81.4%+2.4pp | 69.3%+14.5pp |
| Annual return | 10.82% | 18.68%-7.9pp | 47.52%-36.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $3,305 | $2,882+14.6% | $4,617-28.4% | $2,281+44.9% |
| Participant deferral / active EE | $6,754 | $4,840+39.6% | $5,984+12.9% | $3,203+110.9% |
| Admin fee / account holder | $710 | $4,826-85.3% | $8,357-91.5% | $4,296-83.5% |