Filed January 14, 2021
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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 | $72,518 | $46,877+54.7% | $122,354-40.7% | $70,126+3.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.16% | 24.22%-11.1pp | 30.28%-17.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $2,637 | $1,288+104.7% | $4,051-34.9% | $2,343+12.6% |
| Participant deferral / active EE | $3,462 | $2,167+59.7% | $3,287+5.3% | $3,332+3.9% |
| Admin fee / account holder | $1,315 | $3,324-60.4% | $5,479-76.0% | $4,645-71.7% |