Filed September 1, 2020
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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 | $95,183 | $92,766+2.6% | $82,763+15.0% | $134,545-29.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.71% | 946.97%-958.7pp | 702.45%-714.2pp | 418.37%-430.1pp |
| Employer contribution / active EE | $16,700 | $3,273+410.2% | $3,008+455.1% | $4,742+252.2% |
| Participant deferral / active EE | $15,809 | $4,802+229.2% | $4,395+259.7% | $6,401+147.0% |
| Admin fee / account holder | $535 | $5,978-91.0% | $5,325-90.0% | $11,431-95.3% |