Filed February 26, 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 | $200,538 | $57,352+249.7% | $83,831+139.2% | $64,173+212.5% |
| Participation rate | 98.9% | 68.6%+30.3pp | 76.1%+22.7pp | 69.6%+29.3pp |
| Annual return | -2.79% | 11.38%-14.2pp | 850.99%-853.8pp | 7.63%-10.4pp |
| Employer contribution / active EE | $10,991 | $2,546+331.8% | $3,631+202.7% | $2,381+361.7% |
| Participant deferral / active EE | $11,563 | $2,993+286.3% | $4,082+183.3% | $3,470+233.2% |
| Admin fee / account holder | $11,310 | $4,046+179.5% | $5,479+106.4% | $4,887+131.4% |