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 | $86,287 | $46,697+84.8% | $117,533-26.6% | $68,486+26.0% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -12.03% | -14.52%+2.5pp | 29.77%-41.8pp | -7.85%-4.2pp |
| Employer contribution / active EE | $4,244 | $1,506+181.9% | $4,179+1.6% | $2,597+63.5% |
| Participant deferral / active EE | $6,704 | $2,637+154.2% | $4,072+64.6% | $4,028+66.4% |
| Admin fee / account holder | $3,702 | $4,023-8.0% | $5,647-34.4% | $5,404-31.5% |