Filed January 5, 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 | $30,654 | $56,199-45.5% | $67,652-54.7% | $59,632-48.6% |
| Participation rate | 86.5% | 71.5%+15.0pp | 75.7%+10.8pp | 68.7%+17.8pp |
| Annual return | -0.52% | 18505.31%-18505.8pp | 6625.04%-6625.6pp | 2041.32%-2041.8pp |
| Employer contribution / active EE | $1,557 | $1,614-3.5% | $2,266-31.3% | $2,203-29.3% |
| Participant deferral / active EE | $3,380 | $2,844+18.9% | $3,560-5.1% | $3,192+5.9% |
| Admin fee / account holder | $519 | $3,958-86.9% | $4,821-89.2% | $4,297-87.9% |